Geelong Community Foundation Annual Report 2012/2013

Your Partner in Philanthropy Our core purpose Page 2

The Community Foundation exists to make a positive and Our Structure lasting difference to people in the Geelong region. The Foundation has been endorsed by the Australian Tax Office as Our Role a charity. Donations to the Foundation’s Gift Fund are tax deductible The Geelong region has needs which are not being met from and the Foundation is exempt from tax. other funding sources. The Geelong Community Foundation The Foundation has been set up to support the people living in the encourages individuals, families, business and other organisations , the Borough of Queenscliffe, the Surf to make donations to meet these needs, now and in the future. Coast Shire and the southern part of the Golden Plains Shire. These donations are retained as capital by the Foundation to build a perpetual and substantial fund for philanthropic purposes, with the The Foundation is governed by a volunteer board of Directors, with income from this capital used to make local community grants. a wide range of skills, experience and an extensive knowledge of the community. The Foundation is able to support charitable organisations across Our Major Aims the full spectrum of health and welfare services, as well as cultural • Manage and invest funds prudently to achieve fund growth and programs and environmental projects. good returns • Make grants for the long-term benefit of our community and evaluate their effectiveness • Provide a simple, cost effective way to make substantial donations to our community • Be part of new initiatives and achievements in community building • Maintain the highest professional standards, service and transparency to the community

Geelong Community Foundation Brand The Geelong Community Foundation logo was designed to represent a contemporary approach to an age-old ideal of helping those in need, to give a hand up, rather than a hand out. The circles of the logo represent the circle of life, highlighting the Contents broad spectrum of the Foundation, assisting those in need. The colours represent Geelong’s blue and white, with gold representing a community reserve of assets, a corpus, to be built up over time to enable grant giving to meet community needs. Chairman’s Report...... 3 The graphics depict an overhead view of a larger person, caring and At a Glance...... 5 embracing a smaller person. Executive Officer’s Report ...... 6 This is personified by Sir Ernest Edward “Weary” Dunlop, (1907 - 1993), an Australian surgeon who was renowned for his Our Named Funds...... 12 leadership while being held prisoner by the Japanese during World Board of Directors...... 24 War II. He taxed fellow officers to build a small bank to buy medical supplies and food, saving the lives of many hundreds of men, and he Board Committees ...... 26 ensured that the strong looked after the weak, the young looked after Become a Donor...... 27 the old. Foundation Donors 2012/13...... 27 Barton van Laar Financial Statements ...... 28 Former GCF Director Chairman’s report Page 3

On behalf of our Board of Directors I am very pleased to present Last year we awarded our first bursary from the Ron Thompson the thirteenth Annual Report of the Geelong Community Scholarship Fund. This year we were able to award bursaries valued Foundation (GCF).This has been our first year of operation under at $500 to two students at Oberon High School and the Scholarship ’s new national charity regulator, the Australian Charities fund has grown this year from $43,000 to $60,000 with the addition and Not for Profit Commission (ACNC). Overall the year has been of two new Named Funds. a very successful one with an increase in funds distributed for grants This year we again participated in the Foundation for Rural and as well as significant growth in Named Funds and total capital. Regional Renewal’s “Sidney Myer Back to School Program.” We It has been an eventful year with a Donor Luncheon at The Pier and distributed 1400 Vouchers each valued at $50 for a total of $70,000 the Adroit Day in November, Concert in April to 41 Primary and Secondary schools in the Geelong region. and a Gala Dinner in May. Through these vouchers we assisted approximately 1800 students from around 1180 families, enabling them to purchase items such as shoes, clothing and stationery at Target stores for the start of the 2013 school year. We thank the Glover Foundation for their continued support of this program.

In March the Foundation launched the Schools in Philanthropy Program, an initiative involving senior students from three secondary schools: Belmont High School, Sacred Heart College and Christian College. The program enabled the students to learn about philanthropy and make recommendations to the GCF Board regarding funding allocation for nine grant applications received by the Foundation. Feedback from the schools, students, parents and agencies indicated that this had been a valuable initiative and one Donations which the schools want to continue in the years ahead. Substantial donations have been added to the Antony, Coppe, More details of these events appear in the Executive Officer’s report. Dimmick, Dowling, Edwards, Fagg, Fraser/Brownbill, George, Hayden, HDL, Henderson, Hudson, Hussain-Yusuf, Kavanagh, At our Grant Reception held in June, a new record amount of Keogh/Sweetapple, Lawrence, Peacock, Torney, Synot, van Laar funding for grants of $656,000 was announced, an increase of 19% and WAM Funds as well as the Les & Trevor Cole Fund, Lake over last year’s distribution. These grants will assist 45 agencies with Imaging Fund, McHarry’s Buslines Fund, Wheeler Investment their community work and details of these grants are also covered in Services Fund, Whyte Just & Moore Fund and Adroit Insurance our Executive Officer’s report. Group’s Fund. We again thank all these donors for this wonderful The annual financial accounts show that the Foundation Gift Fund ongoing support. was valued at $9.29 million and the Open Fund $5.82 million for a Seventeen new Named Funds were started this year and they total of $15.11 million at 30 June 2013. The main contributors to our are: Corless Family Fund, LBW Chartered Accountants Fund, growth have been $1.47 million from new gifts, profit on the sale of Williamson & Baulch Families Fund, Louise Gourlay Fund, H & M investments of $883,000 and growth in the value of our investments Munday Fund, Frank Costa Fund, Robin and Marjorie Gray Fund, of $288,000. Our Investment committee has to be congratulated for Adabrae Fund, PA Caldwell Fund, Lesley Taylor Fund, Brockman maintaining faith in equity markets to benefit from improvement in Family Fund, Surfcoast Charitable Fund, Dorothy Jean Scholarship the market as well as ensuring generation of income to maintain and Fund, Tom Cleary Memorial Scholarship Fund, Deam Family Fund, grow grant funding. Rotary Club of Highton Fund and the Backwell IXL Fund. Trevor The Foundation received a wonderful gift in December from the Cole’s name has been added to the Les Cole Fund. late Lesley Yvonne Taylor’s Estate. Lesley lived in Geelong and was We thank these new named fund donors. It is these donors, along Head of the Physiotherapy Department at the Geelong Hospital with the ongoing support from existing named funds donors, who for 25 years. In her will she designated that 75% of her estate be enable us to generate the long term growth and income which distributed to the Geelong Community Foundation so that the creates success for our ongoing community work. funds could work on in perpetuity in the community she lived in and served so well. A major boost to the Foundation’s capital came We now have a total of 81 named funds growing their philanthropic in December with a cheque for $921,000. We acknowledge and activities in our region. A list of all Foundation donors during the thank Lesley Taylor for this major gift and her name will live on in year appears later in this report. We thank all our donors for their perpetuity as a major benefactor. generosity and support of the Foundation. Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 4

Grants Across Australia, Community Foundations are continuing to grow The mission of the GCF is to make grants for the long term benefit and develop as a local and effective form of philanthropy. The GCF of our community from the income generated on the assets in is the third largest Community Foundation in Australia and is well the Gift and Open Funds. Details of the $656,000 in new grants respected by all. announced this year are given in the Executive Officer’s report. We are particularly proud to have met our major Strategic Planning Through our work we are in contact with many agencies and objective to have a capital fund of $15 million by the end of financial organisations in our region. We use this liaison to maintain an year 2012/13. We are currently developing our new Strategic plan for understanding of current and developing needs in our community. the next three years. We are also in contact with and work with a number of Foundations If you, as a reader of this report, can continue to build your support based in and Sydney and, where required, we co-fund of the Foundation, we welcome it. If you are not already supporting projects in our region. the Foundation but would like to do so, please contact me, the Development Manager or any of the Directors to discuss how you Board can support the Foundation and our work in the community. The Foundation has the direction and support of a dedicated, .. experienced and prudent Board of Directors. The board meets 11 times each year while our various committees meet regularly to work on the major activities of the Foundation.

At our AGM in October 2012, we farewelled Barry Capp who resigned from the board. We thank Barry for his service to the board during his three year term.

At the Donor luncheon in November, Dr. Geoff Neilson’s great work as founding Chairman of the GCF was recognised when he was presented with the GCF’s first Life Governor Certificate.

I thank all our Board members for their work and support during the year. In particular, Deputy Chair Peter Hudson, who convenes our Donors Committee and the directors who convene our other Gala Dinner: Robyn Nisbet and Sarah Ford from Adroit IG committees, Diane Ritchie (Grants), Brian Quarrell (Investment), John Miles (Audit & Finance) and Barry Fagg (Marketing). Val Lawrence OAM Staff Members Chairman On behalf of all Board Members I thank Executive Officer Andrew Lawson and Development Manager Leigh Wallace for their continuing leadership, administration and development of the GCF. They have an extensive knowledge of philanthropy, community needs and the ability to maintain strong networks, both in Geelong, across Australia and internationally.

All this experience serves our Foundation very well.

The Future This has been another successful year in all aspects of our operations. Rising asset values along with new capital gifts gives a larger capital base to support our work. The only negative we see at present is the decline in interest rates as this will affect the level of income earned – this is part of the income that is distributed as grants.

We are aware that the capital value of our assets can decline with equity market movements. We invest our funds with a long term time horizon and the Investment Committee took the opportunity to purchase some overseas assets prior to the fall of the Australian dollar related to the US dollar. At a glance Page 5

• Established in year 2000.

• One of the first community foundations established in Australia and now one of the top three in terms of funds held and grants made.

• 100% not for profit with administration costs kept to a minimum to ensure maximum support is delivered to the community.

• Governed by a voluntary Board of Directors with a broad range of skills and community experience.

Total assets Total grants paid

YEAR END YEAR END June 03...... $2,620,188 June 03...... $148,515 June 04...... $3,372,616 June 04...... $50,500 June 05...... $4,783,991 June 05...... $140,878 June 06 ...... $5,900,000 June 06 ...... $133,141 June 07 ...... $6,888,229 June 07 ...... $488,695 June 08 ...... $8,972,618 June 08 ...... $254,408 June 09 ...... $10,057,814 June 09 ...... $276,279 June 10 ...... $10,815,567 June 10 ...... $391,462 June 11 ...... $12,443,997 June 11 ...... $493,302 June 12...... $12,163,679 June 12...... $609,740 June 13...... $15,167,971 June 13...... $660,715

Contact details

Level 1, 200 Malop Street, Geelong, . P.O. Box 1, Geelong, Victoria 3220 Tel: 03 5224 7700 Fax: 03 5224 7799 www.geelongfoundation.org Executive officer’S report Page 6

Our Chairman Val Lawrence has indicated that this year has been “Philanthropic Journey – The Personal and Business Rewards” both an excellent one for the growth and development of the Foundation. in Australia and overseas. He explained how company staff engage There has been continued growth in our support base through the in supporting community building projects and programs through formation of 17 new Named Funds. It is these new funds, along with meeting various company targets. the addition of gifts to existing funds and investment growth, that Also at the lunch, Phil Dunlop-Moore, the Principal of the have built our capital funds to a record $15.1 million. Income on this Whittington Primary School, spoke about the good results coming capital has enabled the Foundation to announce a record distribution from the “PLAY” Program which is an early intervention program for of grant funding of $668,700 which is an increase of 21% over last year. young and isolated parents with children in the 0-3 years age range in The continuing work of Leigh Wallace, our Development Manager, the Whittington community. The Foundation has funded “PLAY” in has been a significant factor in the growth of our Named Funds. As association with Glastonbury Community Services. our Chairman has stated, the $921,000 gift from the Estate of Lesley In April the Foundation benefited from the sale of a number of tickets Taylor has given a major boost to our capital funds. Part of our work to the first of The Seekers 50th Anniversary Concerts which was a is to ensure that accountants and solicitors along with the public know “sold out” show held in Geelong at Costa Hall. Leigh Wallace is to that the GCF is a very suitable home for funds that Geelong people be thanked for bringing The Seekers to Geelong and the attending wish to retain in our community and ensure that these funds continue public support the event gave the Foundation. to assist our community well past their own lifetime. We welcome all new supporters of the Foundation and details about This year has been a busy one with the launch of the Schools in a number of these donors and their involvement with our Geelong Philanthropy Program which is a very significant new initiative. Board region are recorded in the “Our Named Funds” section of this report. member Peter Hudson first launched this type of program with Note that as the Named Funds have expanded significantly in schools in Melbourne when he was the CEO of the Lord Mayor’s number, we are now recording all these stories in full, electronically on Charitable Fund. It has been successful in Melbourne and Peter the website and editing down a number of these stories to allow space along with Leigh Wallace were very keen to introduce the program in the printed Annual Report for new stories to be covered. to Geelong. As detailed in the Chairman’s report, three schools participated with 19 students involved. The students visited the As well as our Named Fund donors, we receive gifts from a number agencies whose grants they were assessing and then made their of people in our community, as well as from our board members. The recommendations to the GCF board. They also made a formal names of these donors are listed in the Foundation Donors section on presentation of their findings at a morning tea, held at the City of page 27. Greater Geelong reception centre, which was hosted by COGG We thank all our donors for their support of the Foundation and for Mayor Keith Fagg. the grants made during the year. All three schools have reported that this program is very valuable for the student’s education and wish to be involved again in 2014.

Andrew Mackie meets Northern Bay Students and Staff The Adroit Golf Day was a very successful event again this year. The Adroit staff plan and run this event in November each year and This year we welcomed ’s Andrew Mackie as the event raised a wonderful $77,000 for the Foundation’s capital an Ambassador for the Foundation. The first event he attended was funds (see photo above). We thank Robyn Nisbet and Sarah Ford to deliver 260 Back to School Target vouchers valued at $13,000 to along with all the Adroit Insurance Group staff for this great support the Principals of the five Primary Schools and one Secondary College along with their work to present the Gala Dinner in May. Adroit that make up Northern Bay College. It has been very good to have was supported by Davidsons to present the Gala Dinner where 260 Andrew’s support as we attend various events. people danced the night away to the music of Lisa Hunt and her band, Forever Soul. We thank the following people and organisations for their pro bono support: Ms Alice Macdougall of Freehills Lawyers who provides In November, 100 of the Foundation’s supporters attended a very legal advice; Harwood Andrews Lawyers; Mrs. Jenny Giblin for her successful lunch at The Pier to celebrate the Foundation reaching secretarial assistance; Cormac Hanrahan for photography and Adroit a total of $3 million in grants made since its launch in 2000. At the for providing office accommodation for our Development Manager, lunch, Allan English the Chairman of Silver Chef, spoke of his Leigh Wallace.

Gordon TAFE UnitingCare Friday Volunteers Geelong/Surfcoast VETS, with Lino & Marina Bisinella Hands on Learning Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 7

Katie Terpstra provides our month-to-month accounting services start of the new school year. The program supplies $50 vouchers to and also works for Crowe Horwath (formerly WHK). Both Katie families and are used to purchase back to school items at Target. A and Crowe Horwath provide accounting services at a favourable grant of $15,000 along with a donation from the Glover Foundation rate as does Davidsons who are our auditors. We thank them along will ensure that with FRRR and Sidney Myer Fund support, there will with Pace Secretarial and Goodway Printing who give their support be $50,000 available to supply 1000 Target vouchers to students. through pro bono projects from time to time. This will assist them with their back to school requirements in 2014.

GRANTS Hands on Learning Improving outcomes for at risk kids During the year, the value of grants paid was $362,000 from the Gift Fund, $297,715 from the Open Fund and $1000 from the Scholarship The “Hands on Learning” method is an early intervention program Fund. The value of Target Vouchers distributed in the Back to School that reconnects the most disengaged and marginalised youth to their program was again $70,000. schools and communities. A $10,000 grant will see five local schools continue to implement the method, and provide intensive support for In the 2013 grant round, 44 organisations had grants approved and 100 young people. the project details are as follows:

EDUCATION SUPPORT

St Laurence Engaging students with disability through multi-sensory activities St Laurence’s “Multi-sensory Project” will trial a variety of technologies to engage students with a disability. A grant of $20,000 will fund multimedia items such as iPads and a multimedia whiteboard. Ardoch Youth Foundation Enhancing literacy through role models ‘Literacy Buddies’ is a pen pal program between northern suburbs young people and police who volunteer for the program. An $11,000 grant will see the program offered in Geelong’s northern suburbs for the first time. The Gordon TAFE Promoting access to education The Gordon TAFE annually offers scholarships to students to help cover course related expenses. A $10,000 grant will support five mature aged students to return to study.

Bethany Improving social connections for families Bethany’s ‘Early Connections Play Groups’ provide important social connections and parenting support for families. A $30,000 grant Uniting Care enables the program to meet the growing demand for the service in Secondary student education support Geelong’s northern suburbs. Supporting education for disadvantaged students continues to be a key area of support for the Foundation. Uniting Care provides relief Foundation 61 to low income families in need of assistance with education. A grant Vocational training for people recovering from drug and of $10,000 will assist secondary students and their families with the alcohol addiction provision of uniforms, books, equipment and camps. Foundation 61 provides transitional and ongoing support for people addicted to alcohol and other drugs. A grant of $34,000 will support construction of a classroom to run accredited training courses. Western Edge Youth Arts FRRR Sidney Myer Back to School Program Engaging children with Shakespeare Primary and secondary student support Western Edge Youth Arts creates socially engaging performances This program was launched by the Foundation for Rural and Regional with school children. A grant of $5,000 will fund an in-school “Write Renewal (FRRR) in 2005 to assist families in need of support at the with Shakespeare” project at Tate St Primary School.

Hands on Learning Ardoch, with Peter Spear Maryville Aged Care Clown Doctors Barwon Youth Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 8

TRAINING AND RESEARCH Lorne Toy Library Establishing a toy library in Lorne Summer Foundation The Fig Tree Community House in Lorne Telling the story of young people in nursing homes plans to establish a Toy Library to support and The Summer Foundation works to resolve the issue service isolated families and improve social of young people accommodated in nursing homes. interaction for children, their parents and A grant of $20,000 will support the ‘Tell your story’ grandparents. A grant of $6,000 will purchase production, to enable young people with a disability new toys and equipment to set-up up this service. living in a nursing home to have a voice and share their stories. OneCare Geelong Deakin University Mentoring for families in need Mighty medical maggots to fight the Bairnsdale Ulcer OneCare Geelong provides services and social connection to marginalised and isolated people. A grant of $15,000 will assist in Deakin University’s Molecular and Medical Strategic Research supporting the ‘Coach’ community mentor program offering one- Centre is undertaking a pilot study to fight the Bairnsdale Ulcer. A to-one support for families at risk of isolation and poverty, conflict or grant of $34,000 will help fund a trial of ‘Medical Maggots’ to treat addiction. local patients with the infection.

FAMILY SUPPORT YOUTH SUPPORT Barwon Youth Anam Cara House Facilitating access to youth legal services Providing end of life support Barwon Youth provides services to vulnerable and disadvantaged Anam Cara House provides the Geelong community with a respite young people in the Barwon region. A $25,000 grant will support the facility to assist families who are caring at home for a loved one with a “Assertive Outreach Program” and provide a part-time project worker life limiting illness. A grant of $12,000 helps increase the provision of to strengthen the “Street Based Outreach” and “Street Surfer Bus” end of life care and carer respite with a registered nurse. programs aimed at engaging youth in their own environment.

Camp Quality Supporting families with children living with cancer Cottage by the Sea Camp Quality provides psychosocial support for families who have Empowering disadvantaged children children living with cancer. A grant of $6,000 will fund a family camp Cottage by the Sea provides leadership and for local families who have children with life threatening illnesses. outreach experiences for disadvantaged children. A grant of $7,000 will enable 20 local disadvantaged young people to attend the Sea Reef Adventure Camp.

Ocean Grove Neighbourhood Centre Drop in youth program Geelong Food Relief Centre The Ocean Grove Neighbourhood Centre’s Emergency food relief “Drop In” youth program provides young people The Geelong Food Relief Centre provides emergency food relief for aged 12 to 17 with a safe and non threatening those in need. A grant of $35,000 provides part funding to purchase space to “hang out” with friends whilst receiving a larger delivery vehicle to support and improve the efficiency of this support and counselling. A grant of $18,000 will growing program. support the running costs of this vital youth program.

Hope Bereavement Care St Vincent de Paul Supporting bereaved parents Providing breakfast to people in need Hope Bereavement Care provides free, qualified bereavement The St Vincent de Paul breakfast program supports low income support to those impacted by the death of a child. A $5000 grant families by providing a nutritious breakfast for students at St Francis will fund training for volunteer bereavement facilitators to support Xavier Primary School Corio. A grant of $4,600 will fund a breakfast recently bereaved parents. program for one year.

OneCare Geelong Geelong Food Relief Ocean Grove Neighbourhood Centre Barwon Youth, with Andrew Gribble Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 9

Time for Youth Breaking the cycle of family violence Time forYouth works with homeless and at risk young people and their families. A $20,000 grant will help fund “Time for Change”, a Pathways prevention program targeted at breaking the cycle of family violence. Supporting people with mental illness Pathways provides various support services for people diagnosed with a mental illness. A grant of $3,700 will fund a community garden Vision Australia project as part of Pathways’ day rehabilitation programs. Enhancing communication for people with low vision Vision Australia is introducing video conferencing facilities for low vision clients. A grant of $4,400 will fund a computer, iPad, headset and microphone. St John of God Hospital Geelong YMCA Geelong Medical equipment for redeveloped hospital Improving water safety skills for refugees St John of God Hospital is undertaking a $65million redevelopment The YMCA New Australian Residents including a new emergency department, operating theatres and Aquatic Education program aims to a rehabilitation centre. A grant of $25,000 will purchase a patient equip participants with skills to enable them to be safer in and around monitor and manual diagnostic equipment. the water. An $8,000 grant will support local refugees to participate in the program.

HEALTH SUPPORT TADVIC Barwon Bravehearts Giving independence to children with disabilities Prevention and early intervention of child sexual assault TADVIC Barwon provides technical assistance to people with Bravehearts’ programs and activities relate specifically and holistically disability when commercially available solutions are unsuitable. A to the prevention and early intervention of child grant of $4,000 funds the ‘Freedom Wheels Modified Bike’ program sexual assault. “Ditto’s Keep Safe Adventure” in Geelong where volunteers modify bikes for local children with program is provided to schools and targeted at 3 disability. to 8 year olds. The program is proven to reduce the prevalence of sexual assault, family violence and bullying, in a range of settings. An $18,000 The Sanctuary grant supports the Geelong programs. Helping individuals and their families living with a life-changing illness The Sanctuary provides information, support and counselling to individuals and families living with a life-changing illness or bereavement. A grant of $23,000 funds a counselling program to build resilience and its subsequent evaluation.

Clown Doctors Wesley Centre UnitingCare Dosing children in hospital with fun and laughter Ongoing counselling service and support Clown Doctors treat children in hospital with medicine of a different Wesley provides low cost counselling support for those experiencing kind - doses of fun and laughter. A grant of $9,700 funds 9 visits to mental health issues, family relationship problems, bereavement the Geelong Hospital Children’s Ward. and isolation. A grant of $10,000 helps support the expansion of the counselling service to meet increasing demands.

Fare Share Zena Women’s Services Providing nutritious meals for Geelong’s hungry Reducing family violence in rural areas Fare Share rescues food that would otherwise go to waste and prepares meals for people in need. A grant of $13,400 will provide Zena Women’s Services offers specialist advice, support, advocacy 50,000 nutritious cooked meals to Geelong charitable organisations and crisis accommodation to women and their children who are and schools. experiencing domestic violence. A grant of $35,000 will fund a ‘train the trainer’ program to assist in reducing family violence in rural areas.

Barwon Youth, with Andrew Gribble St John of God Hospital St Laurence Community Second Bite, with Barry Fagg Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 10

HERITAGE & ARTS SUPPORT Food_Skil Inc Increasing fresh food consumption Courthouse Youth Arts – Three Masks Production Food_ Skil operates a fresh food shop in Norlane Shadow puppetry with a climate change message to improve access to fresh food and improve “Old Man Nanook” is a piece of shadow puppetry nutrition education. A grant of $30,000 will support with a climate change message. A grant of $15,000 expansion of the existing shop at Labuan Square to supports the production, aimed at primary school include a healthy food cafe, a fruit cart, and increase consumption of students, at the Courthouse Youth Arts centre. fresh food grown in Norlane.

Geelong Performing Arts Centre Promoting access to the arts GPAC promotes access to the arts for everyone in the region. A $7,000 grant will enable Northern Bay College students to attend a GPAC Theatre performance. SecondBite Fresh food distribution COMMUNITY WELLBEING SecondBite ensures quality surplus fresh food is redistributed via 52 agencies in Geelong. A $20,000 grant will expand the program which Anxiety Recovery Centre Vic incorporates food education programs. Supporting people living with grief and anxiety ARCVic provides support, recovery and education services to people and families living with anxiety disorders. A grant of $14,000 will fund grief and anxiety workshops and community education AGED SUPPORT seminars in our region. ARCVic will work in association with The Compassionate Friends.

Diversitat Engaging disadvantaged men Diversitat Aged Support has developed “Share a soup - Share a Story” to engage men of diverse backgrounds and abilities over a Disability Sport and Recreation meal. A $14,000 grant will pilot this program. Equal opportunity for people with disabilities Disability Sport and Recreation ensures people with a disability have equal opportunity to take part in sport and recreation activities. A Geelong - Surf Coast Regional Veterans Centre $10,000 grant will fund a pilot sports program at Nelson Park and Supporting ex-service people Barwon Valley School in Geelong. The GSCRVC provides a range of service and support to ex-service people. A grant of $15,000 will support the work of the amalgamated Geelong and Surf Coast centres to ensure ongoing provision of the “Serving Still” programs.

Diversitat G.E.M.S. Improving social opportunities for refugee children Diversitat provides immigration, welfare and community development Geelong East Men’s Shed Inc services in our region. A grant of $5,900 will fund 20 refugee children to attend the Lions Licola Camp.

Men’s Health Initiative

Drysdale Family Support Geelong East Mens Shed Introducing a plant, eat and grow program Expanding services for men of diverse backgrounds Drysdale Family Support provides emergency food relief and “GEMS” provides opportunities for men of all abilities, age and counselling support to the local Drysdale community. A grant of background to positively engage with their community. A grant of $8,000 will fund a community garden to support a ‘Plant Eat Grow’ $10,000 supports the extension of their building to add woodwork, program and the Food Bank. administration and social rooms for the members.

Deakin University, with Tony McManus TADVIC Barwon Court House, with Darryn Lyons St Francis Xavier Corio breakfast program Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 11

THE FUTURE As we look ahead, Leigh Wallace and I believe we can continue to build the Foundation through our current supporters along with new named fund donors and those yet to join the team. Maryville Nursing Home We will continue to offer potential donors the opportunity to join with Improving access for the aged us as their “Partner in Philanthropy” to support the Foundation’s work Maryville Nursing Home provides residential care for frail aged for those in need across our region. people. A grant of $13,000 will fund an upgrade to improve access to the facility including a ramp and non-slip concrete for ambulances We will continue to maintain our knowledge of the needs in our and taxi access. communities to ensure we are informed as to the key areas of need. We will maintain ongoing relationships with various Foundations who value our input on local needs. They are also potential co- funders with us on major projects which we would be unable to undertake on our own. With growing income, our ability to give increasing support to those in our community who need a hand at various times in their lives is enhanced.

Andrew Lawson Geelong East Mens Shed, with David Nagle Executive Officer

Tony McManus, with Pathways

Uniting Care, with Ben Williamson

St Francis Xavier Corio breakfast program Disabilty Sport and Recreation, with Michael & Lynne Dowling Laurie Braybrook, Peter Caldwell and Isla Adamson Zena Womens Services, with Mark Osborne Our named funds Page 12

Named Funds are a growing way philanthropists can give to the Geelong Louise Gourlay Fund Community Foundation. The gift in these cases can carry the name McHarry’s Buslines Fund of the donor or the donor’s family. The name may honour someone or McManus Family Fund preserve the memory of a family member, friend, pioneer or outstanding M J & H J Fraser and JW Brownbill Fund citizen. The following named funds have been established: Neville & Dianne Crane Fund PA Caldwell Fund NAMED FUNDS Pam & Richard Austin Family Fund Adabrae Fund Patrick and Ann Rowan Fund Adroit Insurance Group Fund Quarrell Family Fund Adroit Golf Day Fund Ramia Family Fund Alan & Sheila David Family Fund RLB Fund Anonymous Funds 1,2,3,4 & 5. Robin & Marjorie Gray Fund Antony Family Fund Ron Thompson Scholarship Fund APCO Fund Ross & Jan Synot Family Fund Backwell IXL Fund Rotary Club of Highton Fund Bailey Family Fund SS & J Nevile Fund Bain Family Fund Surf Coast Charitable Fund Barber Fund T & H Santalucia Family Fund Betts Family Fund Tim & Mary Farley Family Fund Brockman Family Fund Tom Cleary Memorial Fund Coltman Family Fund Torney Family Fund Corio Community Contact WAM Fund Corless Family Fund Wheeler Financial Services Fund Crowe Horwath Fund Whyte, Just and Moore Fund Darryn Lyons Fund Williamson and Baulch Families Fund Deam Family Fund Dennis & Denice Peacock Family Fund Donald Geoffrey Neilson Fund Lesley Yvonne Taylor Fund Dorothy Jean Scholarship Fund Lesley Taylor B.A. Dip APA, Dip Ed, Cert. Hospital Administration, Dowling Family Fund was born in Vic and came to Geelong with her family D R & VJ Lawrence Fund when her father came from Bathurst NSW to work in Geelong. He Dr Haz Hussain-Yusuf Fund had been appointed to the role of Manager at the Geelong Gas Ed & Sharon Coppe Fund Company and the family settled in Drumcondra. Lesley’s mother was Edwards Family Fund a nurse and she followed her mother into the field of healthcare. E F & W Dimmick Fund Lesley attended Geelong High School where she became a prefect Estate of Harold Leighton and then attended Melbourne University before returning to Estate of Howard Hitchcock Geelong where she worked with Mrs Barnard in the T & G building. Estate of Lesley Yvonne Taylor Lesley moved on to the Geelong Hospital where she worked in Fagg Family Fund the Physiotherapy Dept where she finally became Head of the Frank Costa Fund Department in late 1949. She retired from this position in 1974. Geelong Northern and Eastern Suburbs Fund In the 73/74 Hospital Report it is stated that “the Physio Department George Fund had been required to reduce staff due to Budget constraints. They Hayden Family Fund have performed very well with reduced resources”. HDL Fund Henderson Family Fund After retirement from the Hospital, Lesley taught English for some Hudson Family Fund years at the Gordon Technical College. She was a great letter writer H & M Munday Fund and enjoyed working in her garden. She was a founding member of Isabel Sweetapple & Rex Keogh Fund the Geelong Field Naturalists Club and was very active in the 60’s. James M Kavanagh Fund Lesley had a great love of animals and on one field excursion she J G Moffatt Fund found and adopted an orphaned baby emu which had a fractured leg. John & Prue Webb Fund She looked after the emu for some years until its death. Her love for Justin van Laar Memorial Fund animals was passed on to her many dogs over the years and she had a Kenneth Neil Stott Fund long term involvement with the Geelong Animal Welfare Society. Lake Imaging Fund Lesley died on May 19, 2011 aged 88 years. Her wish was that her LBW Fund estate be used to support people and animals in the Geelong region. Les and Trevor Cole Fund As a result, a significant part of her estate has been entrusted as a gift Lino & Marina Bisinella Fund to the Geelong Community Foundation.

Lesley Taylor Isla Adamson and Laurie Braybrook Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 13

Adabrae Fund In 1950 Tom and his wife Irene moved to Geelong and joined J B This Fund name grew out of discussions within the Adamson and Scott. JB died in 1961 and Tom inherited the J B Scott business. Braybrook families as they considered how they could provide Business was not easy in the ensuing years. Making a home for Irene some philanthropic support to the community. Life-long friends Isla and bringing up a family of three and running a business (7 days a Adamson and Laurie Braybrook decided to create a joint fund, hence week in the Harvest Season) with lots of after hours calls certainly the combined name “Adabrae Families”. had its challenges. However with the help of Irene and hard work, the business survived and J B Scott Pty Ltd is now a successful Isla Adamson was born in Geelong and was raised in the Mt Moriac & business with branches at Lismore and Colac and has the John Deere Geelong districts. She was involved in mixed farming and agricultural franchise for the Geelong and Western District. Today the business pursuits, especially the poultry industry. A supporter of clubs, remains in the family and is managed by Tom’s son Andrew. mothers clubs, school councils, scouts and churches, Isla has been active in the Country Women’s’ Association since 1949. A Councillor Tom was always involved in the Geelong community, supporting of the Royal Geelong Agricultural & Pastoral Society since 1991, his three children’s school activities. Other community involvements Isla was the Homecraft Pavilion Convenor for 18 years. She began included membership of the Rotary Club of Geelong and the Knights exhibiting there in 1937 as a member of Young Farmers Club, learning of the Southern Cross, Treasurer of the Barwon Rowing Club and principles of debating, animal husbandry cooking and woodwork and membership of the Machinery Dealers Division of the Victorian won numerous awards for her craftwork and needlework. Automobile Chamber of Commerce. Tom was also a very keen Isla and her late husband Ken had two children that have produced Geelong Football Club supporter. five grandchildren and one great-grandson. Tom also supported local youth by offering apprenticeships to many Laurie Braybrook was born in Tallangatta and began his education keen would be Diesel Mechanics. This interest in young people is in Swan Hill. Midway through his primary school years his family perpetuated by the family providing the corpus of funds to provide moved to Geelong where his education continued, culminating in his The Tom Cleary Memorial Scholarship graduation from the Gordon Technical College. In 1943 Laurie was granted a release from a protected engineering Robin & Marjorie Gray Fund industry position, enabling him to enrol in the Second AIF with Robin and Marjorie Gray would be aghast at the thought of having which he saw overseas service during World War II on Bougainville a fund created in their names because they were humble people and Island. Upon his discharge in 1947 Laurie began working for the State did not like fanfares. They were typical of the everyday mums and Electricity Commission Geelong Power Station. It was around that dads who serve the community quietly without raising any attention time that he and his late wife Fairlie began their association with the to themselves. bee-keeping industry (for honey). It is partly for this reason that this fund has been established by their In 1962 Laurie transferred from the SEC to the Department of daughter and son-in-law, in recognition of the people in the community Agriculture as Apiary Officer, then as Senior Apiary Officer, until his who weather the storms of life, maintain honesty and integrity and retirement in 1990. He chaired the Victorian Apiarists Library Trust faithfully serve their family and community behind the scenes. for 17 years and was recognised internationally for his apiary work by “Apimondia”, the International Federation of Beekeeper Associations. Many decades ago Robin and Marjorie lost their nine month old In retirement Laurie has made many precision model engines and daughter Julie-Anne in a motor vehicle accident but no bereavement vintage machines. He has been a Councillor with the Geelong support was available for such losses in those days. Thankfully, today Agricultural & Pastoral Society since 1997. we live in a society that does recognise and respond to the needs of those impacted by such loss. The Robin and Marjorie Gray Fund has therefore been established to assist and support those who face a The Tom Cleary Memorial similar journey. Scholarship Fund Born in Melbourne on the 6th December 1921 Tom was the son of a farmer and the eldest of 6 surviving children brought up on a farm at LBW Chartered Accountants Fund Blighty a little town just out of Finley NSW. Tom came to Geelong LBW Chartered Accountants was established over 30 years ago. as a teenager and attended St Mary’s Technical School. Whilst From humble beginnings the firm has grown to be one of the largest attending St Mary’s young Tom boarded with his Uncle Jack and accounting firms in regional Victoria. There are now eight principals Auntie Gert Scott. Uncle Jack more commonly referred to as JB had and over 50 staff employed at offices in Geelong, Melbourne & set up his own machinery business – J B Scott which was operated Colac. Accounting and taxation services are provided to a broad from 72 Moorabool Street. After completing his schooling at St range of individuals and businesses. Services also include audit, Mary’s Tom returned to the family farm at Blighty. At 18 after doing forensic accounting, financial planning and superannuation. various jobs around the district Tom sought a career in the RAAF. LBW has a strong focus on community involvement. The principals When the war ended and whilst working at Dunlop Rubber, are involved in numerous sporting programs and clubs and are Tom studied motor mechanics before he joined the RAAF. This members of a range of not-for-profit boards. Each year staff consolidated much of what he had learnt about engines in the Air members participate in a dedicated “day of community service”, Force. Later Tom joined TAA as an aircraft mechanic working at helping various organisations. The named fund within the Foundation various airports around Australia. was established as a natural extension of this community service focus.

Isla Adamson and Laurie Braybrook Irene and Tom Cleary Robin & Marjorie Gray • LBW Chartered Accountants Fund

LBW Chartered Accountants was established over 30 years ago. From humble beginnings the firm has grown to be one of the largest accounting firms in regional Victoria. There are now eight principals and over 50 staff employed at offices in Geelong, Melbourne & Colac. Accounting and taxation services are provided to a broad range of individuals and businesses. Services also include audit, forensic accounting, financial planning and superannuation. LBW has a strong focus on community involvement. The principals are involved in numerous sporting programs and clubs and are members of a range of not-for-profit boards. Each year staff members participate in a dedicated “day of community service”, helping various organisations. The named fund within the Foundation was established as a natural extension of this community service focus.

Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 14

Brockman Family community” that has been so supportive of him throughout his life. John and Patricia Brockman decided to establish a named fund in He encourages others to do the same, adding “it is only when you order to simplify the giving process for them. Their generosity had give that you receive”. led them to become supporters of many charitable organisations so they were pleased to be able to consolidate their giving through one local source. Their ability to have a philanthropic outreach that Williamson and Baulch Families continued to build into the future beyond their passing was a further The families of Charles Baulch & Ben Williamson have come together attraction to them: something often but incorrectly viewed as being to give to the Geelong Community. possible only for the very wealthy. Charles was born and raised on a farm near Hamilton before An active community member and successful businessman, John was attending Geelong College as a boarder. Charles went on to also the organist and choirmaster at St. Paul’s Anglican Church for study at tertiary level at Latrobe University, completing a Bachelor 66 years. In that time he presented many great masses and requiems of Finance, majoring in Banking & Finance. He then worked by the classical composers. The Carol Service of the Nine Lessons professionally in Melbourne in Finance roles for 10 years until held at Christmas was legendary. He believed that good music was returning to Geelong in 2007 to live with his family. Charles and his a power for good in the community and was anxious to instil this wife Sara have two daughters. philosophy into young people. Ben was born and raised in Geelong. He attended Geelong For many years John and Pat were the driving forces behind the College and then completed a Commerce degree at Deakin Melbourne Symphony Orchestra’s ongoing presence in Geelong. University (Geelong Campus) majoring in Accounting & Finance. John was instrumental in securing the continuance of MSO concerts Ben then moved to Melbourne to work professionally for 13 years in Geelong when it was announced in 1987 that concerts here would in Accounting and Finance roles. He and his wife Lisa returned to cease. He ranked as one of only three MSO life members, alongside Geelong to reside in 2010. They have two sons. Sir Elton John and Professor John Hopkins. Charles and Ben are business owners in RBS Morgans Geelong. Pat, a lyric soprano, was born in Perth, WA and moved to Melbourne RBS Morgans has been in existence for over eight years in Geelong, after having toured the eastern states giving concerts and broadcasts, providing trusted private wealth management services to local, following her winning of the ABC’s “Concerto & Vocal Competition”. regional and interstate clients. Charles & Ben have a unique offering She was on tour with the MSO when she met John after a Geelong in the Geelong area providing a proactive direct investment model concert. (based on RBS Morgans research) coupled with financial planning. John and Pat married in 1962 and raised four daughters, all musicians: They enjoy developing long-term relationships with their clients to Miranda, Cecilia, Rosalind and Katharine. John had three children achieve their financial goals. from his first marriage to Jean, a fine concert pianist: Stephen - flautist In addition to their regular contribution to the Geelong Community and conductor - and Francine and James, both of whom pre- Foundation, Charles and Ben have also sought the support of The deceased him. RBS Morgans Foundation which has matched Ben & Charles’ gifting and is being directed to specific local charities. Frank Costa RBS Morgans Geelong is proud to be locally owned and operating A life-time resident of Geelong and passionate family man, Frank has in Geelong and feels it is important to regularly give back to the demonstrated his support for the community through many acts of Greater Geelong community. Ben and Charles have a desire to generosity to charitable causes across the entire region. He purchased be good corporate citizens and in gifting, hope that they positively the family’s produce business in the late 1950s. Frank is now Chairman influence others to follow their lead. They are pleased to be able of the Costa Group of Companies that turns over more than $1 billion to contribute to improving the lives and support the diverse needs annually, employs more than 6,000 people and is the largest privately of the Greater Geelong community; the community in which owned grower, packager, marketer, distributor and exporter of fresh their young families are being raised. In naming the fund after fruit and vegetables and grains in the Southern Hemisphere. their families, the hope is all the members will have involvement in developing the fund over time. Frank was awarded the Order of Australia Medal in 1997, in acknowledgement of his service to youth and the community. He was also awarded the Australian Sports Medal in 2001 for his instrumental Whyte, Just & Moore Lawyers role in Australian Rules Football which included the restoration of the The WJM Legal practice dates from 1877 when T.N. Whyte Geelong Cats Football Club to a position of prominence. In 2003 Frank was awarded the Centenary Medal by the Governor-General opened his office at 74 Yarra Street, Geelong. In 1904 Messrs for his contribution to Australian society. Also that year Deakin Just & Moore (who had been in partnership since 1896) purchased University awarded Frank the honorary degree Doctor of Laws. Whyte’s practice and the merged firm has practised under the name of Whyte, Just & Moore at 27 Malop Street ever since. The When it comers to philanthropy and donating to charitable causes, firm provides pro-bono legal advice and support to a wide range of one of which is the Geelong Community Foundation, Frank says that Geelong community organisations as well as direct financial support he is grateful for the success he has had in business and in his family to a number of them. The current Partners are Peter Spear (former life. It gives him pleasure therefore to be able to “give back to the President of the Geelong Gallery and the Geelong Hospice Care

Pat and John Brockman Charles Baulch and Ben Williamson Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 15

Association), Geoff Reeve (former Board member of Bethany) and He has also produced successful bands and television shows, John Butler. Peter Spear is also trustee of several substantial private launched clothing labels, owned yachting, private aircraft and trusts established for the assistance of disadvantaged members of limousine businesses, car companies and UK nightclubs. His varied the Geelong community. interests contributed to him winning the 2004 Entrepreneur of the Year award, as well as a place in the BRW Young Rich List. Lake Imaging Mr. himself is in high demand amongst the media in Europe Established in 2002, Lake Imaging is an independent radiology group and Australia, making regular radio and TV appearances. Darryn providing quality services throughout Geelong, Ballarat, western and writes occasionally for the Geelong Advertiser and NW Magazine, central regional Victoria and outer western Melbourne. The doctors reporting on the hottest happenings in the celebrity world. of Lake Imaging have been responsible for bringing many new Coming 6th in “Celebrity Big Brother” in the UK, Darryn donated his radiology services to regional Victoria, including the Geelong Breast winnings to the Geelong Community Foundation through the Darryn Clinic, Positron Emission Tomography, Cardiac CT, autologous Lyons Named Fund. Early in 2012 he donated the winnings from his blood injections and many other innovations in radiology. time in the Australian TV show, Excess Baggage to the same fund. The partners also bring specific medical expertise in neurology, There is no end in sight for Darryn as he has diversified his business oncology, musculoskeletal or sports radiology, breast and general activities across clubs, properties and various businesses and more radiology. Over recent years the group has raised and donated TV shows are in the pipeline. With big changes in Newspaper over $100,000 to various charities with its focus being the support publishing and advertising revenues, the funds available to pay large of communities in which its radiology services are being provided. sums for “paparazzi” photos has diminished plus there are many more Supported charities must be transparent in their administration and able sources for photos with mobile phones always available. He feels that to demonstrate that any contributions received lead to the provision of despite this there are still many ideas to bring to life and believes that much needed services within the region. It is for these reasons that Lake there are opportunities everywhere. Imaging decided to establish a fund within the Geelong Community Foundation, thereby enabling even more support to be provided to Despite all his travels and business ventures, Darryn still believes eligible charitable organisations across the region. there is no greater place than home. As an International Ambassador for Geelong, he is proud to say he is from Australia, where his vision started all those years ago. Darryn Lyons Fund Darryn Lyons is pleased to give back to his hometown through a Known for his colorful hair and business ventures, Darryn Lyons lives named fund with the Geelong Community Foundation. Having by one simple philosophy ‘Think Big’. contributed almost $100,000 to the Darryn Lyons Fund, he has Born and educated in Geelong, Darryn first worked as a shown his continued support of the Geelong area, which he is proud photographer for the Geelong Advertiser. In 1987 he moved to call home. to with only $500 and a determination to make it internationally as a photographer. This determination saw him

take on the role of freelance photographer at the world renowned S S & J Nevile Fund Jane Nevile was born in Malvern, Victoria and was the youngest newspaper, the . Darryn started as a war and journalistic child of Essington Lewis the great Australian industrialist and photographer and between 1991 and 1992, he completed two tours wartime director of munitions. It was Lewis who developed BHP into of Sarajevo. His role led him to be kidnapped in Bosnia and cover one of the most efficient steel companies in the world at that time. revolutions in both Romania and Czechoslovakia. He also covered the historically significant fall of the Berlin Wall, an achievement Jane attended primary school in Melbourne before moving to which landed him the coveted Press Photographer and Best News Woodend where she completed her secondary education. She qualified Photographer awards. as a physiotherapist and worked for the Victorian Health Department in the poliomyelitis division. Later she continued her physiotherapy career In 1992, he set up the first of many businesses, “Big Pictures” which with the Commonwealth Rehabilitation Department. became world famous. Started in a bedroom in his North London flat, the business soon expanded and moved into a bigger commercial Jane and her late husband Sandford had three children and settled space. For two years Darryn ran his own business whilst working for in Research, north of Melbourne. Sandford was involved in the textile the Daily Mail and although he was working around the clock, he industry and managed Port Phillip Mills. At the time of his death in loved the challenge. Big Pictures continued to grow and he was able 1982, he was Head of the International Wool Textile Organisation. to leave the Daily Mail to focus on the growth of his own business. In 1971 the family moved to Darriwill near Geelong and in 1994 Jane In 1995, he expanded Big Pictures, opening an office in New York, moved to her current property at Sutherlands Creek. followed by Sydney in 1998 and Los Angeles in 2005. Jane has been a great supporter of Riding for the Disabled since its Darryn has a wide range of business interests and is successful in inception, making her properties available for horse-riding activities. the development market with a property portfolio that includes She has generously supported a range of charitable causes over residences in Australia as well as some overseas. He owns two the years but these days utilises the resources of the Geelong Geelong nightclubs, the Eureka Hotel and Home House and last Community Foundation to manage her philanthropic distributions. year purchased Growlers, a Torquay beach bar and restaurant, and Geelong’s iconic Elephant & Castle pub.

Charles Baulch and Ben Williamson Darryn Lyons Jane Nevile Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 16

Dowling Family Fund Gold pass for Life 1984 and the Geelong and District Community Michael and Lynne Dowling moved to Geelong in early 1976. Lynne Award in 1977. taught in Geelong area schools and for many years practiced as a After an outstanding Second World War army career, Major David psychologist in Geelong. returned to civilian life and established his own accountancy firm in Michael practiced as a chartered accountant with Day Neilson where Geelong and began his family and community service work which he was a partner for twenty years. In recent years he has been a lasted for his lifetime. The original accounting firm had a number of director of a number of companies including being chairman of both mergers and is known today as Illingworth David. GMHBA Limited and the Victorian Regional Channels Authority. Alan was inaugural secretary of the Geelong Citizens Co-op Housing The Dowlings have been active in the Geelong community for Societies in 1945 and in 1965 with J A Clutterbuck founded the many years and have contributed to many charitable and community Fyans Permanent Building Society. From 1948, he was a leader in organisations including those in education, health, disability and the arts. establishing Grace McKellar House and served in many honorary roles at Grace McKellar. The Dowling children grew up in Geelong and Michael and Lynne are very happy to have their family and grandchildren living in the Alan played an important part in the establishment of the Geelong area. They believe they have been very fortunate to live in Geelong Performing Arts Centre. He took on key roles over 33 years in the and have enjoyed being part of the community and being members formation of the Geelong Cultural Institute and was the Government of many organisations. Appointee to the initial GPAC Board of Trustees. Their wish is that by making a contribution to the Geelong For 30 years, he was the Honorary Secretary of the Geelong Art Community Foundation, they can assist many existing organisations Gallery and both Alan and Sheila were instrumental in establishing the with their programs and that worthwhile new initiatives can be Art Gallery Silverware collection. undertaken to improve and enrich the Geelong Community. While Alan was an inaugural member/life member of the Geelong Apex people should and do support organisations with which they have Club and after 22 years launched the Old Apexians Still in Service a direct connection, it is terrific to have the GCF to assist a broad Club; was a highly valued member of the Geelong Rotary Club for range of other bodies and new initiatives. 39 years; was a committed member of St David’s Uniting Church in Michael and Lynne have established a fund within the GCF and Newtown where he worshipped and served for over 50 years. He had encourage others to support the GCF with its valuable work as a a long association as a member of the City Geelong Freemasons way of supporting Geelong and its many worthwhile activities. Lodge and was Master in 1970/71. Sheila David was a volunteer driver for the Association for the Blind for 15 years and delivered Meals on Wheels as well as serving on the ANTONY FAMILY FUND Grace McKellar Ladies Auxiliary from its inception in 1972. Brian and Barbara Antony have been residents of Geelong for 32 years following their move from Melbourne in the 1970’s. Their four The four David children, Susan, Robert, Graeme and Murray are children and six grand children all live in the Geelong area. pleased to be involved with the Foundation and honour their parents’ lives and contribution to Geelong. Now with 12 grandchildren, all Brian’s career has been in banking with the Westpac Bank where family members have a strong understanding and respect for Alan’s he worked for 36 years. After some years as the Geelong Regional and Sheila’s values, work and community service. Credit Manager and Senior Commercial Manager he was promoted to the position of Executive Manager at the Westpac Private Bank in To read the unabridged story of Alan and Sheila David, go to the Collins Street, Melbourne. He retired from this role in 1996. GCF Website – Our Donors section. Brian and Barbara are very keen supporters of many local charities and Brian has been a member of Rotary for many years. They have NEVILLE & DIANNE crane family fund done considerable work in with the Rotary Club of Panadura Neville Crane was born in Pinnaroo which is just over the Victorian where Brian’s great work has been recognised by his appointment as border in South Australia. His early life and experience was on the an Honorary Member of the Club. family’s wheat farm north of Murrayville in the Victorian Mallee and when Neville was nine his father purchased the Murrayville Hardware ALAN & SHEILA DAVID Family fund Store. To receive his secondary education, Neville attended Ballarat College but as his main interest was in accounting, he moved to Alan David OAM (1913-2005) and his wife Sheila were committed to Ivanhoe Grammar to complete his Matriculation. the Geelong community throughout the six decades of their married life. While Alan, as a prominent accountant and businessman, was His father sold the Hardware store in 1961 and moved to Geelong. at the forefront of their dedicated community service, Sheila was Neville received his Diploma in Accounting from the Gordon the supportive partner in every activity and also pursued her own with part time study and then went on to achieve his degree from voluntary committee work. Deakin University as one of its first graduates. While studying, he worked in the accounts section in the Head Office at Pilkington’s Alan was recognised for his widespread and dedicated voluntary work prior to taking up the teaching of Commerce subjects at the Corio with the posthumous naming of Alan David Lodge (McKellar Centre/ Technical School from 1969 to 1984. After teaching he spent four Barwon Health) in 2009; the Medal of the Order of Australia for years working in Teaching Consultancy at the Vines Road Regional services to the community in 1988; Geelong Performing Arts Centre Education Office.

Barbara & Brian Antony Sheila & Alan David Neville and Dianne Crane Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 17

In 1989 Neville moved into Financial Planning with National Mutual strong interest in the Mental Health area. When brother Mick took his and in 1997 he merged his business with Errol Smith into the Planwell own life, this mental health interest saw Tony take up active support Financial Group. He retired from this business in 2010. Neville has had of Beyond Blue. Amongst other things, he successfully lobbied for the a lifelong interest in playing Football and . He played cricket Geelong and Hawthorn football clubs to play annually for the “Beyond with Newtown and Chilwell and football with Bannockburn. Blue Cup” to promote awareness of Depression. He is married to Dianne who trained as a Primary School Teacher Tony is a board member of the Barwon Health Foundation. He was at Geelong Teachers College in Vines Road. She taught at active in establishing the highly successful Bendigo Community East Geelong and Corio Primary Schools. Dianne retired from Bank in Lara and is the current Chairman of Headspace Barwon. All teaching and while bringing up two children she worked in the these roles are examples of his strong desire and active commitment Planwell Business with Neville. They now have two children and to addressing some of the issues and giving help in areas of real one grandchild. Their daughter Paula works as a Hotel Manager in need in our local community. Melbourne and their son Jarrod works in Information Technology To read the unabridged story of Tony McManus go to the GCF also in Melbourne. Website – Our Donors section. Today Neville continues to contribute to the Newtown and Chilwell Cricket Club as their Club President. From their work, Neville and Dianne know well the needs that many less well off people have McHarry’s Buslines fund in our community today. Through Neville’s work at Newtown and For the past eighty years, McHarry’s buses have been transporting Chilwell Cricket Club and their donation to the Foundation, Dianne people around Geelong. In the 1930’s John McHarry, a master and Neville have a very real interest in contributing back into the builder, was transporting his own workers to the Ford Plant each day community in which they have worked and live. in his truck. He began receiving many requests for rides to the plant and as there was demand for a passenger service, he purchased a bus and started his first service in 1932. This bus was soon followed with a McManus Family Fund second to start a route service to Highton. Tony McManus was inspired to establish a family fund due to his McHarry’s business grew rapidly and John’s son Norman joined the concern at the gap between the resources available for Community business in 1933 with two more buses added for transport to Ford as support in the Geelong area and the needs of those that are well as day trips to the seaside. disadvantaged in our Community. In 1935, Norman married Alice and the couple built further adding Tony was born in Highton and at the time, his parents ran a Milk Bar three new buses over four years. Tragically the company founder on La Trobe Terrace just opposite the main entrance to Kardinia Park. John McHarry was killed in an accident at the depot in 1940. With a growing family, parents Kevin and Theresa moved to take In 1951 the Breakwater and East Geelong routes were purchased and over the Lara Corner Store and Milk Bar. They immersed themselves the business amalgamated with Green Star Passenger Service and in the local community and school groups. As Lara grew they took the Corio Buslines to become known as Geelong Associated Buslines. opportunity to establish Lara’s first Real Estate Office. This association lasted for only two years before the three companies Tony completed HSC in 1980 following his education at Lara went their own ways. Lake Primary School, Chanel College and St. Joseph’s College. McHarry’s were successful with tenders for Education Department While working at the SEC, Tony was encouraged to continue his services and 15 years after departing the Geelong Associated Buslines education while working in Cost control, Budgetary and Management venture, purchased the old Corio Buslines Depot in 1966 and doubled Accounting. Following two years of “Off Campus” Commerce study the fleet to 36 buses. Route services expanded and camping trips to at Deakin University, he transferred to RMIT where he graduated the Outback were added. with a Business Degree, majoring in Accounting in 1986. Following a year of work on a graduate exchange program with an International Following husband Norman’s death in 1975, Alice McHarry along with accounting firm in Edinburgh, Tony returned to work in the family son John and daughter Corrine continued operating the business. Real Estate business in late 1987. With the fleet growing it was decided to amalgamate all operations to a new depot at Breakwater in 1988. In 1995, he purchased his parents interest in the business which traded as one of the Professionals Real Estate Group for many years Since then, McHarry’s has become the largest bus company in prior to Tony assisting in development of the Allpoints Real Estate Geelong operating a fleet of around 170 buses. group. After 6 years he merged his business with the Hayden Real John’s son Ashley is now General Manager and Director while Estate Geelong office which trades under the PRD Nationwide daughter Lisa works in administration. With staff of around 250 banner. In early 2012, Tony sold his share of this business. people, McHarry’s is a proud family owned and operated Geelong The merging then sale of the business has not only helped provide business. They have served the people of Geelong well with their a succession plan but now allows Tony to work as a consultant in transport needs over the past 80 years and are also serving those who the areas of mental health and depression which are his passion plus are in need in our community through their GCF Named Fund. he is able to work at putting back into the local community. After To read the unabridged story of McHarry’s Buslines history, go to the participating in the Leaders for Geelong Program, he developed his GCF Website – Our Donors section.

Neville and Dianne Crane Tony McManus John & Ashley McHarry Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 18

Dr Hazizul Hussain-yusuf fund supporters of Give Where You Live and The Geelong Community Dr. Hazizul Hussain – Yusuf is a Micro-biologist at a private research Foundation. They were attracted to the principle of “Capital in laboratory within the Geelong Hospital. He has worked in his current Perpetuity” with their nominated support area being Aged Care. role since 2007 following completion of an MBA at Ballarat University. Haz is no new comer to Geelong as he first came here to study at Hudson family fund Geelong Grammar School in 1980 and following completion of his The Hudson Family Fund was established by Peter and Judy Hudson VCE he attended Melbourne University for four years. He came back as a means through which they could give back to the Geelong to work in Geelong after completing his Masters Degree and PhD community for today and into the future. After raising their family in in Microbiology at the University of Kogoshima in Japan. He has a Geelong, Peter and Judy were attracted to the long-term community wide range of interests with some being the current President of the asset that the Foundation provides with all donations being Geelong Salsa Club along with being a registered reptile collector. responsibly and ethically managed in perpetuity. The income generated through the investment of donations in the Fund being used to support a wide variety of health and human care Wheeler financial services needs in the Geelong region was also an important factor in their Established by W E (Pat) Wheeler in 1964, Wheeler Financial decision. Services has stood the test of time and is now one of Geelong’s longest standing businesses providing financial advice and services Peter, a fourth generation resident, grew up and was educated with the highest degree of integrity. in Geelong. He has a long history of community involvement, including 10 years as CEO of United Way Geelong and three years All advisors at this privately owned firm are members of the Financial as Chairman of both the Geelong Springding Festival and the Planning Association of Australia and operate within its Code of Geelong Food Bank. He also served as Regional Chairman of the Ethics. All have tertiary qualifications, years of training and experience Australian Institute of Management for three years. He is currently and are RG146 compliant. a member of Deakin University Animal Ethics Committee and Over 48 years in operation, growth has paced demand for sound the Rotary Club of Highton. Peter is also an active Director of the advice. Now, 15 staff provide advice for clients in finance and Geelong Community Foundation. investment, financial planning, superannuation planning and Judy, who grew up in East Gippsland, completed her general nursing investment, social security and aged care advice along with finance, training at the Alfred Hospital and her midwifery at the Queen insurance and estate planning. Victoria Hospital. She later graduated with a Bachelor of Nursing at Deakin University. For more than 20 years Judy also worked at St Wheeler’s advisors utilise advanced software to develop efficient and John of God Hospital, Geelong. appropriate models and financial plans for their clients. Self Managed Superannuation Fund establishment, investment and administration services, provided over many years, are cost effective. Ross and Jan Synot Family Fund The firm has always been involved with Geelong organisations such Ross and Jan Synot have been actively supporting a range of as Lifeline, Geelong Chamber of Commerce, Geelong Business Geelong’s charitable, community and sporting organisations for more Club, Rotary and Committee for Geelong. As a long term and than 40 years. very successful business supported by clients across our region and Ross is a fourth-generation Synot in Geelong, his great-grandfather interstate, Wheelers, the advisors and staff are very pleased to put John arriving in 1848. The early Synots were farmers and shopkeepers back into our community through a GCF Named Fund. mainly in the Fyansford and Modewarre areas. Ross was educated at the Geelong College, qualified as an accountant and joined Grace ISABEL SWEETAPPLE & REX KEOGH McKellar Centre which became the passion of his working life. Jan’s early years were in Numurkah before coming to Geelong as a FAMILY FUND teenager with her family. An accomplished artist, Jan is a partner in Isabel and Rex adopted Geelong as their home in 1982 when they the “art is…studio and gallery” in Geelong. bought the historic Pirra Homestead, at Lara, which dates back to 1859. Previously, both Isabel and Rex held lecturing posts at Jan and Ross met while working for the Country Roads Board in Melbourne University. Geelong. They shared a sporting passion in tennis and and for many years played mixed doubles together in both sports as Born in Napier New Zealand, Isabel migrated to Australia in 1975, in a well as being team members in badminton. They won many titles spirit of new adventure. Rex, who was born in Sale, spent most of his together over the years with the gold medals in badminton at the 1998 early years in country Victoria. and 2002 World Masters Games being the highlights. Both have had a long association with and careers in the arts and Their partnership has been one where each supports the others design industries. Each of their parents were active in supporting interests. This support has been carried on with their children Mark various charitable causes, which included the Red Cross, The and Michelle strongly supporting their parents’ endeavours. Mark and Salvation Army and Save the Children Fund. Michelle were also educated at Geelong College and are committed Isabel’s mother served as a President of Save the Children Fund to continuing the family fund. (New Zealand). With a strong belief in philanthropic ethos, they are Ross’s role at Grace McKellar Centre reinforced his strong

Dr Hazizul Hussain-Yusuf Rex Keogh & Isabel Sweetapple Judy and Peter Hudson Ross & Jan Synot Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 19

community support beliefs. Jan was a great support to Ross in his Geelong High Schools for 17 years. chief executive role and a source of sound advice. A service Ross While at Oberon he met Sally Moir of Beaumaris who had obtained helped set up was the Corio Community Contact which provided her Higher Diploma of Teaching-Physical Education at Melbourne emergency alarms to vulnerable members of our community. When University. After teaching in Melbourne, Sally taught Phys Ed at the funds were transferred to the Geelong Community Foundation Oberon for 4 years. Ross became the advisor for the fund’s allocations. Sally represented Australia as a hurdler in the 1974 Commonwealth Games in Christchurch. T & H SANTALUCIA family fund Following their marriage in 1982, they made Jan Juc their home. Born in Sicily in 1926, the ninth of 11 children, Tom Santalucia Hayden has been long term and active member of Jan Juc SLSC migrated to Geelong in 1955 where hard work has seen him become since joining in 1973. He is a Life Member and served on committee a successful Geelong businessman. Geelong stands to benefit from as well as Club Captain and President. Tom’s success as he has decided to give back to his local community through the Geelong Community Foundation. Sally has been active on the Torquay Primary School Council and volunteers with Torquay Very Special Kids. In his childhood, educational opportunities on his island home were limited and the young Tom only managed to complete up to grade Hayden left teaching and with Sally started Muirfield Financial five. The build up to and eventual onset of World II interrupted his Services. Over 23 they have built Muirfield into a very successful teen years, but he survived and left Sicily with a cousin in 1946 to seek financial planning organisation meeting the needs of pre and work. They trekked through the Italian mainland and traversed the post retirees. With nine employees now, they service clients in Italian Alps before finding work in France, where Tom worked as a superannuation accumulation, Centrelink matters, aged care issues timber worker and in coal mines. A visit to his family in Sicily saw him and retirement income streams. Hayden is a committee member of picked up by local authorities and forced into military service. the Geelong Chapter of the Financial Planning Association. In 1953 Tom began a road maintenance company which was difficult Hayden and Sally have three children, Andrew a financial planner in work with limited opportunities so in 1955 he decided his future would Melbourne, Mathew a Business Development manager at MLC and be in Australia. Tom settled into Geelong, working briefly at the Ford Georgia who is studying Early Childhood Development at University. Motor Company, a foundry in Melbourne and back-breaking cane To read the unabridged story of Hayden and Sally Torney go to the cutting in North Queensland. He finally returned and in Geelong GCF website – Our Donors section. where his brother lived, was joined by his young sister. In 1957, Tom met his wife Hildegard and together they operated a small retail shop and developed their business experience into the Quarrell family fund acquisition and operation of a local supermarket. The young couple Terang-born Brian Quarrell’s employment with the Bank of New had a son Tim and daughter Lisa. South Wales later Westpac, took him to many country towns around Victoria. In the latter years of operating the supermarket and for the next 25 years, Tom and Hildegard began acquiring commercial freehold But Geelong was where the old St Joseph’s College pupil decided properties across the Geelong region. This continued through to to make his home. Brian attended Terang Primary School before the family moved to Geelong and he completed his secondary schooling 1997 when Hildegard passed away. In 1992 Tim took on various roles at St Joseph’s. In 1966 as a school-leaver, Brian joined the Bank of within the family group of companies and was joined by his sister in New South Wales at its North Geelong branch. Brian progressed 2001. In 2002, Tom retired from significant active participation in the through various roles, rising to accountant. In 1972 he married Helen company’s affairs focussing more on his six grandchildren. and the couple have two children, Prue and Jarrod. But the legacy of Tom and Hildegard continues with investments Prue is a CPA who is working in New Zealand while Jarrod lives and projects in several Australian states ensuring a secure future for and works in Melbourne. After working at bank branches at Boort, generations to come. Castlemaine, Camperdown and Corryong the Quarrell family moved to Papua New Guinea where Brian was branch accountant and Hayden and Sally Torney worked at the Westpac Popondetta branch. Returning to Geelong in 1985 Brian spent two further years with the Family Fund bank before joining Wheelers Investment Advisors in 1989. From a From teaching to financial planning, Hayden and Sally Torney have staff of 2 Wheelers has grown to 15 and Brian is now a Partner in the been successful high achievers, who still manage to find the time to firm. He is also a member of the Financial Planners Association’s be active contributors to their community. Community health is one Geelong Chapter and its chairman since 1998. of their interests and they also support youth and disadvantaged young people through community based organisations. They are also Brian is a member of the Geelong Business Club and was president generous supporters of the Geelong Community Foundation. in 2003/4. Brian is putting back into Geelong through the Geelong Community Foundation and is current Board Member. He enjoys Hayden was born in Clunes with secondary schooling in Maryborough supporting the community and assisting people in need with time, and he graduated from Monash University with a B.Econ and Dip. talents and resources. Ed. He taught economics and legal studies at Oberon and North

Sally & Hayden Torney Tom & Hildegard Santalucia Brian Quarrell Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 20

Ed and Sharon Coppe Fund five independent shoe retailers in Australia and Clarkes of England Sharon and Ed Coppe travelled the world together as Ed’s career purchased the business to expand it across Australia. with global giant, Mars Incorporated, took them from Ballarat to In 1960, Barry married Janet Gordon and in 1970 they purchased New Zealand, Asia, the USA, Europe and Russia. They returned to land and built their home “Tintagel” at Ceres. Farming became Geelong in 1995 with children, James, born in Geelong in 1990 and serious for Barry and his family after Vogue Shoes was sold. They Alex born in the UK in 1993. Ed established Strategic Investment began breeding Santa Gertrudis bulls as well as Poll Herefords. They Management, while Sharon pursued her ambition to complete a introduced the technique of egg transplantation to improve beef herd PhD in Psychology. Believing they have been fortunate in life, they quality and built one of Australia’s top studs. have become wonderful contributors to the Geelong community, Jan started and built up an antique store in 1996 and sold it in 2003. both through donating time and energy to community organisations She continued to work on the cattle stud with Barry until it was sold and causes as well as giving financially. One of those causes is the in 2006 and they sought a quieter life in Newtown. Son Richard now Geelong Community Foundation. has clothing and accessory business Gorgeous with his wife Victoria. Ed was born in Geelong to recently arrived Italian immigrants, Daughter Belinda works with Barry on administration and second son Francesco and Maria Coppe, in 1958. His education was at Holy Cameron is a very successful Geelong builder. He is more widely Family School, Chanel and St Joseph’s Colleges. Completing his known to many as the singer who came second in the TV show B.Com at Deakin University, Ed joined Mars, in Ballarat as a financial “Australia’s Got Talent” in 2010. accountant with its confectionery business. He met Sharon in 1984 The Geelong community gave great support to Barry and his family and married in 1988. His career took him around the world and with through Vogue Shoes and they are pleased to be able to give back senior roles in finance, planning, marketing, sales and corporate through the GCF and other charities they support. strategy. Ed values highly the opportunity to have seen how the world works, up close and personal. To read the unabridged story about the Henderson family, go to the GCF Website – Our Donors section. Born in Ballarat to Len and Joan Brown, Sharon was educated at Eureka Street Primary School and East Ballarat High School. She first worked as a dental nurse but boredom led her to start a Psychology degree at Ballarat University. Motherhood and international relocations caused Crowe Horwath (formerly WHK) her to pursue her degree through Deakin University, London’s Open In 2010, WHK (Crowe Horwath (Aust) Pty Ltd) established a University and back to Deakin. Sharon’s determination ultimately led to Named Fund with the Geelong Community Foundation as part her degree and completion of Honors and Masters degrees to achieve of their longstanding commitment to, and involvement with the her ambition of a PhD in Psychology in 2001. Geelong community. Today Sharon follows her passion, working as a Psychologist with With a history dating back over 60 years (through Geelong firm Barwon Health, Lewis & Lewis, in private practice, and casual lecturing Day Neilson and its predecessors), Crowe Horwath is now the fifth at Deakin University. Ed operates Strategic Investment Management largest accounting firm in Australia. In Western Victoria, Crowe and is very involved in community life. He was a member of the small Horwath has offices in Geelong, Werribee, Ocean Grove, Torquay, group that started the Committee for Geelong in 2001, has been a Colac, Camperdown, Warrnambool, Hamilton, Stawell and Ballarat, Councillor and Mayor of the City of Greater Geelong and has served providing accounting and financial services for individuals and small on numerous Geelong community boards and committees over past to medium enterprises. years. Currently he serves the Geelong community on the boards of “Community Connect” is one of the firm’s strategic pillars – a Regional Development Australia Barwon South West Committee philosophy to stand by and support the local communities. As part of (as Joint Deputy Chair), G21 Geelong Region Alliance, Committee this strategy, Crowe Horwath staff support charitable organisations for Geelong, Geelong Chamber of Commerce, G21 Economic by participating on local boards and committees, engaging in fund Development Pillar and Geelong Community Foundation. raising for charities, provide pro bono services and volunteering time for community projects. Crowe Horwath’s financial contribution to Henderson Family fund the Geelong Community Foundation gives them another avenue to Whether building up footwear retail store chain Vogue Shoes, provide support for their local community where it is needed most. pioneering embryo transfer techniques in the cattle industry or jointly founding Highton Village Shopping Centre, Barry Henderson, supported by his wife, Janet, has always been an innovator. Ken Stott fund Barry was born in Melbourne and after World War II he moved with The generosity displayed by Ken Stott to the Geelong Community his family to Geelong, where he still lives. He was educated at The Foundation well and truly gave it the essential start that was needed Geelong College and studied Commerce at Melbourne University. to make it the success it has become today. After graduating from University, Barry returned to Geelong to Ken grew up in Geelong and attended Newtown and Belmont State join his father Reg who was owner, with partner Arch Collier, of Schools. He began his working career as a carpenter with builder Vogue Shoes. He worked with his father to develop multiple fitting R.J. Gunn. From carpentry he graduated to joinery at R.J. Gunn and shoe ranges and during the 60’s, Reg and Barry expanded Vogue also developed his drawing talent into the design of house plans for rapidly. In 1979, Vogue Shoe Stores had become one of the top builders, banks and home owners.

Ed & Sharon Coppe Barry and Janet Henderson Ken Stott

• Crowe Horwath (formerly WHK)

In 2010, Crowe Horwath (Aust) Pty Ltd (formerly WHK) established a Named Fund with the Geelong Community Foundation as part of their longstanding commitment to, and involvement with the Geelong community.

With a history dating back over 60 years (through Geelong firm Day Neilson and its predecessors), Crowe Horwath is now the fifth largest accounting firm in Australia. In Western Victoria, Crowe Horwath has offices in Geelong, Werribee, Ocean Grove, Torquay, Colac, Camperdown, Warrnambool, Hamilton, Stawell and Ballarat, providing accounting and financial services for individuals and small to medium enterprises.

“Community Connect” is one of the firm’s strategic pillars – a philosophy to stand by and support the local communities. As part of this strategy, Crowe Horwath staff support charitable organisations by participating on local boards and committees, engaging in fund raising for charities, provide pro bono services and volunteering time for community projects. Crowe Horwath’s financial contribution to the GeelongCommunity Foundation gives themanother avenue to provide support for their local community where it is needed most.

Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 21

After five years, Ken moved to work in the joinery department Ted married Wendy Philbrick in 1961 and they moved to Geelong in at J.C. Taylor and Sons Pty Ltd while continuing to develop his 1970 where Ted started his own business, Geelong Weavers. Later drafting business. Early in World War II, his drawing skills were he bought the RS & S Mill and founded Geelong Textiles where as recognised by Lou Bandt and he was offered a job in the advanced Managing Director he built a strong business which continues to design office at Ford where he worked for 30 years. While at Ford operate today. he studied metallurgy and mechanical drawing at night at the In 1995 when Fletcher Jones was about to be closed, Ted felt it Gordon Institute of Technology. He also studied and became a could continue as a successful business. He and partner Peter skilled investor in property and the stock market. After retiring in Pausewang rescued the company and with Ted’s great knowledge 1970, Ken continued to invest in stocks with considerable success. of the textile industry, they faced the difficulties that many Australian Ken died in 2005. textile companies were experiencing. It was Ted’s drive and strong Ken was a modest, self effacing and pragmatic man who was generous leadership that enabled Fletcher Jones to survive as a retail chain for in spirit and deed. He dedicated his gifts to the Foundation, to a further 16 years. generate income which can be used to assist people who are in difficult Ted died in 2008 and was described by one eulogist as “the last of circumstances and need help to assist them to enjoy a better life. the merchant venturers” and “a man who took great risks, but was extraordinarily well balanced’. Fagg Family FUND He was a cultured, Christian gentleman who enjoyed sport and the Bert and Ruth Fagg are both passionate supporters of the Geelong arts, classical music and ballet. In his quiet way he supported the community, both in their active involvement in many organisations Geelong Art Gallery, many charitable causes such as United Way, and in their financial support. Lifeline and a Catholic mission project in Uganda. Bert Fagg, who was born in 1917, grew up and was educated in Ted started a named fund in the GCF in 2005 and his name and Geelong. He trained as a carpenter/joiner and went on to become a legacy of support for the Geelong Region will live on and grow over Director of the family timber & hardware business. Fagg’s Mitre 10 is the years ahead. one of the oldest family businesses in Australia. Bert worked with the company for 67 years, retiring when he was 82. He is still Chairman of Fagg Bros Pty Ltd. Howard Hitchcock fund Bert’s community work has been extensive, including involvements in Howard Hitchcock, 1866 to 1932, was one of Geelong’s most public building projects and serving on committees over the years with the spirited citizens from a family noted for its benefactions to worthy Belmont Kindergarten, 1st Highton Scouts, Rotary Club of Belmont, causes. Wesley Uniting Church and other community organisations. The Hitchcock family, led by George and Annie and son Howard and Ruth spent much of her childhood in country towns in Victoria, his wife Louie, were instrumental in establishing and enhancing many including a period in Geelong. After training as a secondary teacher, charitable, religious and educational bodies. Howard was born and Ruth settled in Geelong when she and Bert married in 1945. Ruth raised in Geelong and spent his entire life in this town. His principal taught in a number of schools in Geelong and has had a lasting calling was as a retailer and he owned and directed one of the influence on her many students. region’s largest department stores, Bright and Hitchcock. His greatest contribution to Geelong came with his entry to local government and Ruth has been an enthusiastic and caring worker within the community becoming five times mayor from 1917 to 1922. over many years, including school parent associations, Heartbeat, Community Aid Abroad (now Oxfam), Wesley Uniting Church and The legacy of Howard’s leadership as mayor is still evident today in Probus. Bert and Ruth have also taken a very active interest in many Geelong’s amenity and infrastructure in Johnstone Park, the Eastern families who have newly immigrated to Australia. Beach, the Geelong Hospital, Moorabool Street bridge, the Peace Memorial Foyer, Kardinia Park Football Stadium, and the Barwon Bert and Ruth have combined their ‘hands on’ involvement with River Rowing Course. He initiated the building of the Great Ocean significant philanthropic support for a myriad of charitable organisations Road and chaired the project fund raising committee for many both in Geelong and beyond. Their support of the Geelong years. Howard’s ruling passion was that of ‘giving’ to Community Foundation has become a significant part of this, with a those less fortunate than he and establishing or assisting causes named fund within the Foundation. Their sons Barry and Keith Fagg having charitable or philanthropic purposes. are continuing this support. He established a substantial bequest fund for charitable purposes so that his, E F & W Dimmick Fund and his family’s values could be perpetuated in the Geelong Edwin Dimmick was born in 1938 in Queensland and grew up at Boonah. community. The residue of that fund was given to the Foundation after several substantial grants were made to other He completed a course in textile technology at the Gordon Institute Geelong organisations . of Technology in Geelong and followed this with a part time science course at the University of Queensland. He first worked in the textile Coltman family fund industry at Queensland Woollen Mills before going to England to Dr Kay Coltman was born in Ballarat and first came to Geelong to study design at Bradford. complete his secondary schooling. He then graduated in Medicine at

Ken Stott Ruth & Bert Fagg Ted Dimmick Howard Hitchcock Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 22

Melbourne University. He did his postgraduate training in Obstetrics indoor bowls at Highton and lawn bowls at Geelong West Bowls Club. and Gynaecology in Melbourne and London where he obtained his Always known as a good man, good friend and good neighbour, higher degree. Harold died in 2004. His wish was for his estate to be used to help the After establishing his practice in Geelong, Kay considers himself people of Geelong and as a result, part of his estate came as a gift to to have been privileged to be part of that team of newly trained the Geelong Community Foundation. specialist doctors, together with others with legal, accounting and To read the unabridged story of Harold Leighton’s life, go to the administrative qualifications, who changed The Geelong Hospital GCF Website – Our Donors section. from a large country Base Hospital to a fully recognised and accredited Teaching Hospital associated first with Monash, then Melbourne and now Deakin Universities. It now has responsibilities d g neilson family fund for teaching in all clinical areas of undergraduate training and the The children of the Foundation’s first Chairman, Geoff Neilson, ongoing postgraduate training of medical graduates in several established this fund to honour his contribution to the Geelong specialties of Medicine. community. Barbara, who grew up in North-Eastern Victoria, originally trained as Dr Heather Neilson lectures in English Literature at the Australian a General Nurse at the Alfred Hospital, and as an Obstetric Nurse Defence Force Academy in . She is married to a university at the Royal Women’s Hospital. She later graduated at Melbourne professor, and they have one son. Timothy Neilson is a commercial University and then completed postgraduate qualifications in lawyer and director of Greenwoods Freehills, specialising in taxation. Educational Psychology. She became the first Student Counsellor Susan Neilson is well known in musical circles as a singer and actor and later Head of University Community Services at the newly and works in administration at a Melbourne Primary School. Geoff is established Deakin University. also an active Director of the Foundation. Barbara and Kay maintain an ongoing interest in Education and the people, at all levels, who engage in its various fields. CORIO COMMUNITY CONTACT FUND Vital Link Geelong supplied emergency pendant alerts to assist Les and trevor cole fund people to live independently at home. This service was supported by Les Cole was born in Moolap West, Geelong in 1914. After leaving councils, service clubs and individuals along with a major interstate school he worked for W Eagans followed by Cheetham Salt Works, supplier of this type alert system. until he was 21. In 1936 he became a driver for F H Tucker and Sons, a When the contract for provision of these services moved to Ballarat, it funeral firm established in Wycheproof, country Victoria in 1883. When was decided that Vital Link Geelong be wound up. Surplus funds had Charlie Tucker died in 1954, Les took over the day to day running of accumulated from donations and operations in the Geelong Region Tuckers. Since then the name of Les Cole has been synonymous with and the directors decided that the funds be gifted to the Geelong family funeral care in Geelong and thanks to Les’ pioneering work, Community Open Fund. bereavement care has become a family tradition. The Cole family’s Where possible, income from this fund is to be used for projects that continuing commitment to providing not only funeral services but assist the aged to continue to live in their own homes. Some of the also bereavement care and support for all members of the family has income may also be used to provide pendant alerts to those unable to attracted community recognition. The company is owned locally and afford this equipment. continues to be operated by the Cole family. Les Cole died in 2001 and he would be extremely proud that the company continues to serve the needs of Geelong and district adroit insurance group FUND people today. Adroit Insurance Group commenced business in Geelong as “Verrell Insurance Brokers” in 1978. Today Adroit is a highly respected He spent over 60 years of his life supporting members of the market leader in the insurance industry with a network of insurance community in their time of need. The Cole family has taken the broking and financial services businesses in Geelong, Torquay, wonderful initiative of developing a Fund in the Foundation as a Ballarat, Maryborough, Bendigo, Albury, Traralgon, Doncaster and memorial in remembrance of Les Cole. This fund with emphasis on Melbourne. the support of family welfare and aged care will continue the work and name of Les Cole in perpetuity. Adroit has a strong Community focus and a real desire to make a difference and provide support to the communities in which they work Harold Leighton fund and live. Harold Leighton was born in East Geelong in 1905 and moved when In 2006, Adroit decided to extend their support to the Geelong quite young to North Geelong where he lived for 90 years in a house Community Foundation. Furthermore, this long-term commitment built by his father. has been reflected in other branch locations with initiatives put in place to set up and support Community Foundations in these Schooling was in North Geelong and as a young boy, Corio Bay was localities as well. Adroit believes it has a social obligation to volunteer his play ground. He first obtained work at the Ford Motor Company its time, participation and resources towards assisting the community, and after 22 years there, he moved to some other organisations, one in the same way that the community supports their business. of these employers being the Federal Woollen Mills. Harold enjoyed • Adroit Insurance Group Les Cole Harold Leighton Geoff Neilson Andrew Locke , Brendan Peck

Adroit Insurance Group commenced business in Geelong as “Verrell Insurance Brokers” in 1978. Today Adroit is a highly respected market leader in the insurance industry with a network of insurance broking and financial services businesses in Geelong, Torquay, Ballarat, Maryborough, Bendigo, Albury, Traralgon, Doncaster and Melbourne.

Adroit has a strong Community focus and a real desire to make a difference and provide support to the communities in which they work and live.

In 2006, Adroit decided to extend their support to the Geelong Community Foundation. Furthermore, this long-term commitment has been reflected in other branch locations with initiatives put in place to set up and support Community Foundations in these localities as well. Adroit believes it has a social obligation to volunteer its time, participation and resources towards assisting the community, in the same way that the community supports their business. Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 23

Ramia Family fund made his father’s vision a reality and now looks forward to giving back Ray Ramia, well known as the developer and owner of the Sphinx to the community in which he found success. But it wasn’t always easy Hotel, arrived in Geelong in 1947 as a 21 year old. He came for a short for the Bisinella family. visit to see his grandmother who was in ill health and planned to return Lino was the third youngest of 10 children (seven boys and three girls) with her to Lebanon. She refused to leave Geelong so Ray stayed to who experienced the Great Depression and the turmoil of war. The look after her. family emigrated in four separate groups before settling in Little River. In 1948 he established and developed a very successful Geelong Working for market gardeners in the Little River and Werribee areas tailoring business and in 1955 he returned to Lebanon to marry his they purchased land in Thompsons Road, Norlane and built their wife, Elaine Alam. They have four children and eleven grand children. home. All 10 children married and have 30 children and 52 grand- On returning to Geelong, Ray opened Ramia’s Exclusive Menswear children to date. in Little Malop Street. With migrants arriving in Geelong during On leaving school, Lino began a five year apprenticeship as a the 50’s Ray assisted many to learn English, find homes and even plasterer at F C Walker and Sons, Geelong. After three years, he establish businesses. founded his own plastering business in 1965. As business expanded, Ray developed the Golf View Hotel in 1971 to diversify his business he purchased 10 acres of land in Heales Road, Corio and erected a interests and in 1997, Ray and son George updated the Golf View, small building where he manufactured plaster cornices. renaming it as the Sphinx Entertainment Centre. In 1973, L Bisinella Plasterers bought a small firm distributing Ray has a passion for Geelong and the city is richer in many ways Gyprock products in Melbourne. In the 1980’s, Lino diversified due to this man, who arrived originally in Geelong for a short visit and into property development and also warehouse properties in the never left. He and his family are now putting something back into the northern Geelong areas. community through the GCF. Lino sold L Bisinella Plasterers to Pioneer in 1994 to concentrate on To read the unabridged story of the Ramia family, go to the GCF property development, becoming the major developer in the Lara Website – Our Donors section. area and a leader in the field in Geelong. In 1967 Lino married Marina Giurco, who had immigrated to Geelong with her family from Trieste. bailey family fund Lino and Marina have four children and three work in the family business. Through the Geelong Community Foundation, Lino, Will Bailey grew up in the south-eastern suburbs of Melbourne. His Marina and family are now giving back to the community which father was a highly qualified tradesman and his mother a devoted and they have played such an important role in building and which has strict housewife. At home he learned important values - work hard supported their businesses since the early 60’s. and help others if you can. Dorothy was born in country Victoria and as both her father and mother had died before she was 21, she received support from Legacy justin Van Laar memorial fund as she grew up. Will and Dorothy met at the Anglican Church in The van Laar family have established a Memorial Fund in the name of Murrumbeena. He was a banker and she a school teacher. Their Justin van Laar who died at a young age from cancer. marriage produced three delightful daughters. This fund has as its primary aim, the support of projects and programs Due to his career development as a banker, Will’s family had to move related to cancer research and support of those being treated for around with him and they lived in two states, New Zealand and the cancer in all its various forms. UK. Their locations included 3 years in Geelong in the early 60’s where their youngest daughter was born. Justin’s elder brother, Ryan, works in cancer research. He obtained his Ph.D, Molecular and Cellular Biology at the , After retiring as CEO of the ANZ Bank, Will and Dorothy decided to after achieving his Bachelor of Science (Honours), Biotechnology at “put something back into the community” in recognition of the benefits Deakin University. they had enjoyed. They established a Charitable Bequest through ANZ Trustees and co-founded a drop in centre for street people and the Ryan has worked as a Research Assistant & PhD Student at the Peter marginalised in Melbourne. Upon relocating to Geelong they decided MacCallum Institute in Melbourne, as a Senior Bioinformatician to support the Geelong Community Foundation and Will was an active at Agendia BV in Amsterdam, and now works in New York as a director of the Foundation from 2002 to 2009. Scientist at Regeneron Pharmaceuticals. His specialty is cancer gene expression research. Barton van Laar was a very active director of the Foundation from Lino & MARINA Bisinella FUND 2006 to 2010. When 10-year-old Lino Bisinella arrived in Melbourne, in 1954, aboard the Neptunia, he never envisaged that half-a-century later his name would be well-known throughout Geelong as a successful businessman. His father Gino decided to immigrate to provide greater opportunities for his family and bind them more closely together. Lino

Ray & Elaine Ramia Dorothy & Will Bailey Marina & Lino Bisinella Board of Directors Page 24

Val Lawrence OAM DSJ Peter Hudson KSJ AFAIM Kate Betts B.Arts (Public Relations) Chairman Deputy Chairman Joined the GCF Board in 2010 Joined the GCF Board in 1999. Joined the GCF Board in 2007 Kate works for Alcoa of Australia Chairman since 2009 Deputy Chairman since 2009 overseeing community relations Val is a Civil Celebrant and currently Peter is a member of the Rotary Club of at the company’s Point Henry and the Vice Chairman of Zone 6 Barwon of Highton, AUSaid’s - Australian Business Anglesea operations. Kate has worked Red Cross. She is also a Board member Volunteers and is also a member of the in communications and marketing roles of the Queenscliff Maritime Museum, a Pam Baker Foundation (Australia) Board for Give Where You Live, Westfield and Director of the Queenscliff Point Lonsdale and Marcus Oldham College Animal Ethics Melbourne Airport. Community Enterprise and President of the Committee. Kate is a graduate of the Leaders for Point Lonsdale/Queenscliff Red Cross Unit He was CEO of United Way Geelong Geelong program and has completed the She was a Councillor of the Borough of (now Give Where You Live) for 10 Partnership Brokers Accreditation Scheme. Queenscliffe from 1999 to 2008 and Mayor years prior to becoming CEO of the She is a co-founder of Geelong Mums and of the Borough in 2001 to 2004 and was Lord Mayor’s Charitable Foundation in has held board positions on Sacred Heart awarded a Federation Medal in 2001 for her Melbourne for 7 years. He also served College Council, Dalai Lama Geelong Community Service. as a technical consultant for USAID and visits, Rainbow Riders and Central Geelong Val has been a Board member of the Grace United Way International with assignments Marketing. McKellar Centre, Vice President of the in South East Asia and the USA. Peter Barwon Heads Golf Club, Board member was also on the national board of the of the Geelong Otway Tourism, Chairman Fundraising Institute of Australia and of the Geelong/Barwon Red Cross Region was President of the Victoria/ Ed Coppe B.Com FAICD FCPA One and an original Board member of G21. Chapter. Joined the GCF Board in 2008 She is an honorary JP, and Chairman of the In addition, Peter was a member of the Ed is Managing Director of Ed Coppe St George the Martyr 150th Celebrations State Government’s Consumer Affairs Wealth Management and is currently Committee. Fundraising Advisory Committee and an the Chairman of G21 Geelong Strategic advisory a consultant to the William Angliss Alliance, Deputy Chair of the Regional (Victoria) Charitable Fund. He also served Development Australia Barwon South as Regional Chairman of the Australian West Committee, and a board member of Institute of Management. the Committee for Geelong. Born and educated in Geelong, Ed had Dan Simmonds B.Com LLB an international business career with Mars Inc. in Finance and Marketing roles before Joined the GCF Board in March 2012. returning to Geelong in 1995. He has been Dan Simmonds is the Managing Principal a City of Greater Geelong Mayor and of Harwood Andrews Lawyers. Dan is has served on the Major Events, Central currently the Chairman of the Law Institute Geelong, Geelong Chamber of Commerce Victoria’s Business Law Specialisation and Give Where You Live boards. Committee, the Geelong Advertiser Geelong Business Excellence Awards and the Salvation Army Geelong Region Area Advisory Committee. He is a member of Deakin University Vice Chancellor’s Community Leaders Group. Dan also holds positions on Kardinia Health Limited, the Committee for Geelong, the Geelong Chamber of Commerce Public Policy Committee and St Laurence.

Val Lawrence Peter Hudson Dan Simmonds Kate Betts Ed Coppe Barry Fagg Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 25

Barry Fagg B.Com (Melb) CPA MAICD John Miles Diane Ritchie Joined the GCF Board in 1999 Joined the GCF Board in 2011. Joined the GCF Board in 2010 Chairman 2005-2009 John Miles recently retired from a Diane has a distinguished teaching career Barry is Chairman and part-owner of Fagg’s distinguished career at Marcus Oldham across regional Victoria, and in recent Mitre 10, a family hardware and timber College spanning 30 years. His roles years has worked for Rice Village and business, established in Geelong in 1854. included Company Secretary and Deputy Kalkee Geelong in public relations and project management roles. She is a former He was a Director within the Mitre 10 group Principal Business and Development for the of companies, from 1987-2004, including Bannockburn Shire Councillor and was College. John studied accounting at the instigator and chair of the Wallington Chairman of Mitre 10 Australia Ltd from Gordon Institute and is a member of the Strawberry Fair and Meredith Country 2002-2004. He is a member of The Australian Society of Accountants and is a Festival. Geelong College Council and a Director of Certified Practising Accountant. Diane is currently co-ordinating rural the Geelong Art Gallery. John was awarded a Winston Churchill Catholic parish and farm duties on the Barry is a past Campaign Director, Past Memorial Trust Fellowship in 1997 and is on family farm at Bamganie near Meredith. President and a Life Governor of United the Victorian Chapter Winston Churchill Way Geelong (now Give Where You Live). Memorial Trust Selection Committee. He He was also Vice-President of United Way is also a Trustee of the Geelong Advertiser John Skidmore Australia. In 2003 Barry was awarded a Music Trust. Joined the GCF Board in 2010 Centenary of Federation Medal for service John has over 40 years experience in the to the community. insurance industry and during that time Brian Quarrell has held many senior positions with both Joined the GCF Board in 2009 international and private companies. Most Wendy Maloney B Com (Deakin) M Tax Brian is a Director and part owner of recently John was Chairman of Adroit (Melb) MBA CA Wheeler Investment Advisors Pty. Ltd, a Insurance Group with the Head office Joined the GCF Board in 2004 leading Geelong financial services business, based in Geelong and 9 offices across Victoria and NSW. Wendy is a Principal at Crowe Horwath the established in 1964. He has been with fifth largest accounting firm in Australia and Wheelers since 1989 following a successful John is a Qualified Practicing Insurance the largest provider to the SME sector in 22-year career with Westpac in banking, Broker, a Certified Insurance Professional Australia. She is a Chartered Accountant finance and investment-related roles. of the Australian and New Zealand Institute and is one of the not for profit specialists Brian is also Chairman of the Geelong of Insurance and Finance and a Graduate of the firm. Prior to joining WHK Wendy chapter of the Financial Planning Member of the Australian Institute of worked for mid tier firms in Melbourne. Association of Australia, a position he has Company Directors. John is a member of the Institute of Company Directors and is a Wendy is a graduate of the Leaders for held for the past 10 years. He is a Certified Financial Planner and also a SMSF Specialist representative on a number of boards both Geelong program, is a member of the here in Australia and in New Zealand. Geelong Chamber of Commerce Public Advisor™. Brian has served as a Committee Finance Committee and Treasurer of the Member of the Geelong Business Club and Geelong Club. She has recently completed was President of the Club from 2003-2004. the Australian Institute of Company Directors course.

Wendy Maloney John Miles Brian Quarrell Diane Ritchie John Skidmore Board Committees 2012-2013 Geelong Community Foundation ANNUAL REPORT 2012 / 2013 Page 26

Grants Marketing and Public Relations Diane Ritchie (Convenor) Barry Fagg (Convenor) Wendy Maloney Peter Hudson Kate Betts Kate Betts Ex-Officio- Val Lawrence John Skidmore Ex-officio- Val Lawrence Audit John Miles (Convenor) Governance & Planning Peter Hudson Val Lawrence (Convenor) Barry Fagg Peter Hudson Ex-Officio- Val Lawrence. Ed Coppe Barry Fagg Investment Dan Simmonds Brian Quarrell (Convenor) Ed Coppe Finance Ex-Officio - Val Lawrence John Miles (Convenor) Investment Advisor- Adam Blennerhassett (JB Were). Barry Fagg Wendy Maloney Donors Ex – officio Val Lawrence Peter Hudson (Convenor) Barry Fagg Nominating John Miles Val Lawrence (Convenor) Brian Quarrell Peter Hudson John Skidmore Barry Fagg Tim Santalucia (Co opted) Ex- officio – Val Lawrence Become a donor Page 27

you can help make a long term difference

The Geelong Community Foundation encourages individuals and corporate donors to make donations to the Foundation so that the Foundation capital they donate is retained in the Geelong region and the income is donors 2012-2013 used to meet the need of the local community.

The Foundation is different from most other charitable organisations. Mr. C Baulch Dr. H Hussain-Yusuf The initial donation/gift you make becomes the capital. The aim is to distribute only the Foundation’s income annually. Funds are invested Mr. B Williamson Mr. & Mrs. B Antony with an emphasis on security and under the guidance of professional LBW Chartered Accountants Mr. J Miles advisers. There is no entry fee or establishment cost. The community Mr. & Mrs. E Corless Mr. & Mrs. A Reilly supported comprises the people of the City of Greater Geelong, Borough of Queenscliffe, the Surf Coast Shire, and the southern part Mr. L Maxsted Mr. & Mrs. L Owen of Golden Plains Shire. Ms. L Gourlay Mr. & Mrs. W McKenzie The Foundation invites the public to contribute to the Foundation Gift Mr. & Mrs. H Munday Mr. & Mrs J Morwood Fund each year but does not conduct a major, large scale, fund raising Mr. & Mrs. F Costa Mr. & Mrs. M Dowling appeal.The Geelong Community Foundation is available for donors who wish to give in their region and assist local charitable organisations Lake Imaging Pty. Ltd. Mr. & Mrs. L Bisinella and projects. If Donors have a particular interest in a charitable area, Ms. I Sweetapple & Mr. R Keogh Mr. & Mrs. A Lawson they can request establishment of a “Field of Interest Fund” as part of Mr. & Mrs. N Cameron Mr. & Mrs. M Deam the Foundation. Mr. & Mrs. D Lawrence Rotary Club of Highton When a donor makes a tax deductible gift to the Foundation, it is Mr. & Mrs. B Robinson Ms. R Jeffrey credited to the Gift Fund. All gifts are pooled for investment purposes and are subject to the terms of the Foundation Trust Deed. Non tax Tuckers Funeral & Mr. R Pepin Bereavement Services deductible gifts such as bequests are credited to the Open Fund and Mrs. W Dimmick pooled with other bequests. These gifts are subject to the terms of the Mr. & Mrs. E Coppe Open Fund Trust Deed. Mr. & Mrs. J Cousins Mr. & Mrs. M Osborne Mr. and Mrs. B Fagg Mr. & Mrs T Cole GIFT OPTIONS Mr. and Mrs. K Fagg Estate of Lesley Yvonne Taylor Donors are encouraged to make their gifts in a number of ways Muirfield Management Pty Ltd Mrs. J Briody depending on their aims: Mr J M Kavanagh Mrs. F Callahan • Unrestricted or Discretionary Gifts Mrs. J W Nevile Mr. & Mrs. W Henley An unrestricted gift is able to be used by the Community Mr. & Mrs. S Macauley Foundation to make a wide range of charitable purpose grants to Mr. & Mrs. T Cole meet community needs. Mr. & Mrs. B van Laar Mrs. S Burgoyne Mr. & Mrs. P Edwards • Named funds Ms. M van Liessum The gift in these cases can carry the name of the donor or the Ms. F Nicholson Mr. S Ilich-Crawford donor’s family. The name may honour someone or preserve the Backwell IXL Pty Ltd memory of a family member, friend, pioneer or outstanding citizen. Mr. J Shaw Mr. A Donaldson Mr. & Mrs. R Synot • Donor Preference McHarry’s Buslines Pty Ltd Donors including those with a named gift may indicate their Mr. J Brownbill preference for a particular charity or class of charities such as health, Mr. & Mrs. L Wallace Mr. P A Caldwell aged care, the disadvantaged, disabled, education, research etc. Wheeler Financial Services Mrs. I Adamson • Bequests Mr. & Mrs. P Hudson Mr. L Braybrook People can make a gift as a bequest in their will. The bequest can Cheese Photobooths be recognised by name if the donor wishes or it can be an Whyte Just & Moore Lawyers Mr. & Mrs. P Betts anonymous gift. Mr. & Mrs. J Brockman Adroit Insurance Group If you would like to donate or require more information, Mr. & Mrs. J Annetts please contact : Ms. W Maloney Mr. I Williams Mr. & Mrs. G Jenkins Leigh Wallace, Development Manager Mrs. H Wellington Phone 03 5244 7811 Mobile 0400 570 024 Mr. & Mrs. D Peacock Mrs. I M Cleary Email: [email protected] Mr. & Mrs. B Henderson Andrew Lawson, Executive Officer Mr. & Mrs. A Lord Phone 03 5222 3775 Mobile 0439 030 660 Mr. & Mrs. H Torney Email: [email protected] Geelong Community Foundation Page 28

INCOME AND EXPENDITURE STATEMENT for the year ended 30 June 2013

GIFT FUND 2013 2012 $ $

INCOME Donations received 459,263 378,552

Income from investments 735,340 665,653

Profit/(Loss) on sale of investments 556,302 (299,006)

1,750,905 745,199

EXPENDITURE Management fee 92,212 76,133

Net income 1,658,694 669,066

Grants paid and provided (362,000) (321,440)

Net increase/(Decrease) in value of investments 150,552 (376,695)

SURPLUS / (DEFICIT) FOR YEAR 1,447,246 (29,069)

Balance of Gift Fund at beginning of year 7,841,459 7,870,528

BALANCE OF GIFT FUND AT END OF YEAR 9,288,705 7,841,459

ADMINISTRATION FUND

INCOME Management fees 145,873 118,048

Interest 873 925

146,746 118,974

EXPENDITURE Administration expenses 157,876 128,840

SURPLUS / (DEFICIT) FOR YEAR (11,130) (9,867)

Balance at beginning of year 6,641 16,508

BALANCE AT END OF YEAR (4,489) 6,641 Balance Sheet as at 30 June 2013 Page 29 FUNDS 2013 2012 2013 2012 $ $ $ $ Settled sum 980 980 Gift Fund, comprising: Kenneth Neil Stott Fund 6,046,738 5,379,828 McManus Family Fund 10,844 9,648 Les and Trevor Cole Fund 137,405 72,472 SS & J Nevile Fund 11,180 9,811 Bailey Family Fund 80,121 71,285 Anonymous No. 4 Fund 2,154 1,917 Fagg Family Fund 1,019,312 897,944 Alan & Sheila David Family Fund 43,809 38,977 Coltman Family Fund 110,172 98,020 James M Kavanagh Fund 31,966 19,513 E F & W Dimmick Fund 153,878 127,937 Dr Haz Hussain-Yusuf Fund 20,829 9,496 Adroit Insurance Group Fund 134,391 115,111 Neville & Dianne Crane Fund 53,363 47,478 Justin van Laar Memorial Fund 39,831 30,975 Antony Family Fund 15,831 9,567 RLB Fund 11,535 10,262 Tim Farley Family Fund 21,345 18,991 Lino & Marina Bisinella Fund 93,949 74,578 Anonymous No. 3 Fund 8,345 4,748 Ramia Family Fund 11,428 10,168 MJ & HJ Fraser & JW Brownbill Fund 3,182 1,911 John & Prue Webb Fund 22,440 19,965 Darryn Lyons Fund 108,590 96,613 HDL Fund 27,494 20,008 George Fund 2,215 1,970 WAM Fund 12,415 10,156 Apco Fund 3,329 2,962 Crowe Horwath Fund 16,541 14,717 Whyte, Just and Moore Fund 10,691 4,948 Hayden Family Fund 44,354 39,462 Dennis & Denice Peacock Family Fund 4,225 1,979 T & H Santalucia Family Fund 10,811 9,619 Lake Imaging Fund 7,115 2,487 JG Moffatt Fund 21,191 18,854 Edwards Family Fund 37,515 19,986 Anonymous No. 1 Fund 11,225 9,987 Dowling Family Fund 13,266 9,997 Barber Fund 11,432 10,171 Anonymous No. 5 Fund 16,217 9,977 Anonymous No. 2 Fund 17,085 15,201 Bain Family Fund 5,619 4,999 Pam & Richard Austin Family Fund 22,053 19,621 Robin & Marjorie Gray Fund 89,778 - Torney Family Fund 233,775 161,916 Corless Family Fund 10,846 - Henderson Family Fund 16,375 10,120 LBW Fund 2,225 - Ross & Jan Synot Family Fund 10,921 7,409 Williamson and Baulch Families Fund 1,112 - Peter & Judith Hudson Family Fund 6,514 4,905 Louise Gourlay Fund 2,208 - Rex Keogh & Isabel Sweetapple Fund 32,699 27,171 H & M Munday Fund 11,099 - Quarrell Family Fund 11,429 10,168 Frank Costa Fund 2,168 - Ed & Sharon Coppe Fund 18,845 13,963 PA Caldwell Fund 10,367 - Betts Family Fund 19,683 17,066 Adabrae Fund 5,167 - Geelong Northern and Eastern Suburbs Fund 121,636 108,220 Brockman Family Fund 3,061 - DR & VJ Lawrence Fund 10,913 7,482 Surf Coast Charitable Fund 2,539 - McHarrys Buslines Fund 20,898 9,684 Deam Family Fund 5,041 - Wheeler Financial Services Fund 15,889 9,684 Backwell IXL Fund 15,020 - General Fund 121,068 49,357 Administration Fund (4,489) 6,641 9,285,197 7,849,080 represented by: ASSETS CURRENT ASSETS Cash at bank 132,555 110,388 Short term deposits 85,626 63,419 Debtors 190,880 160,391 409,061 334,198 NON-CURRENT ASSETS Investments, at net realisable value 8,967,231 7,618,265 8,967,231 7,618,265 TOTAL ASSETS 9,376,292 7,952,463 LIABILITIES CURRENT LIABILITIES Creditors 78,414 7,248 Provisions 12,681 96,135 91,095 103,383 NET ASSETS 9,285,197 7,849,080 Geelong Community Open Fund Page 30

INCOME AND EXPENDITURE STATEMENT for the year ended 30 June 2013

OPEN FUND 2013 2012 $ $ INCOME Donations received 1,008,695 79,283 Income from investments 429,532 386,971 Profit/(Loss) on sale of investments 326,286 (160,347) 1,764,513 305,907

EXPENDITURE Charge to Trust funds capital and expenses Management fee 53,664 41,915 Net income 1,710,849 263,993 Grants paid and provided (297,715) (272,550) Net increase/(Decrease) in value of investments 137,962 (246,432) SURPLUS / (LOSS) FOR YEAR 1,551,096 (254,989) Balance of Open Fund at beginning of year 4,271,545 4,526,534 BALANCE OF OPEN FUND AT END OF YEAR 5,822,641 4,271,545

Balance Sheet as at 30 June 2013

FUNDS Settled sum 100 100 Howard Hitchcock Fund 30,275 27,221 Harold Ernest Leighton Fund 88,599 79,662 Corio Community Contact Fund 476,124 428,098 Donald Geoffrey Neilson Fund 39,468 35,486 K N Stott Family Fund 3,687,901 3,315,895 Patrick & Ann Rowan Fund 23,206 20,865 Geelong Northern and Eastern Suburbs Fund 317,205 285,209 Adroit Golf Day Fund 172,104 79,008 Estate Lesley Yvonne Taylor Fund 977,558 - Rotary Club of Highton Fund 10,101 - 5,822,641 4,271,545 represented by: ASSETS Cash at bank and deposit at call 74,956 29,483 Debtors 180,831 90,131 Investments, at cost 808,500 1,172,060 Investments, at net realisable value 4,770,180 3,055,538 5,834,467 4,347,211 LIABILITIES GST Liability (1,674) (584) Provision for grants 13,500 76,250 11,826 75,666 NET ASSETS 5,822,641 4,271,545 Geelong Community Foundation Scholarship Fund Page 31

INCOME AND EXPENDITURE STATEMENT for the year ended 30 June 2013

2013 2012 SCHOLARSHIP FUND $ $ INCOME Donations received 16,000 1,100 Income from investments 2,079 2,254 18,079 3,354 EXPENDITURE Grants paid (1000) (500) SURPLUS / (LOSS) FOR YEAR 17,079 2,854 Balance of Scholarship Fund at beginning of year 42,954 40,100 BALANCE OF SCHOLARSHIP FUND AT END OF YEAR 60,033 42,954

Balance Sheet as at 30 June 2013

FUNDS Settled sum 100 100 Ron Thompson Scholarship Fund 43,985 42,954

Tom Cleary Memorial Fund 5,015 -

Dorothy Jean Scholarship Fund 10,030 -

General Fund 1,003

60,133 43,054 represented by:

ASSETS Cash at bank 60,133 43,054

NET ASSETS 60,133 43,054

NOTES 1. These statements are abridged from the full set of financial statements, which have been audited by Mr Stephen Kirtley of Davidsons. A copy of the audited financial statements and the audit report are available on request to the Executive Officer or a director.

2. The Geelong Community Open Fund is a separate Trust. Its income is exempt from income tax, but gifts made to this Fund are not tax deductible. Grants can be made for charitable purposes without being restricted to tax deductible gift recipients, as is the case with the Gift Fund.

3. The Geelong Community Foundation Scholarship Fund is also a separate Trust where a public fund is developed for the charitable purpose of providing scholarships, bursaries and prizes to promote education in pre-school, primary, secondary and tertiary courses Schools in Philanthropy Christian College Belmont High School Sacred Heart College Students at the June 2013 Grant Reception

Your Partner in Philanthropy Level 1, 200 Malop Street, Geelong, Victoria. P.O. Box 1, Geelong, Victoria 3220 Tel: 03 5224 7700 Fax: 03 5224 7799

www.geelongfoundation.org